Client Portal

Client & Patient Portal

Every practice has the same phone calls all day: when is my appointment, can I reschedule, did my results come in, what do I owe. A portal answers all of them without the phone. Clients sign in and see exactly what concerns them, and your front desk gets hours of its day back.

One glance: the next appointment, what needs doing, and any new messages.
One glance: the next appointment, what needs doing, and any new messages.

Everything a client asks, answered on one screen

The home screen leads with the next appointment, with check-in and reschedule one tap away. Below it, the short list of things to handle before the visit: a form to fill out, a document to review, insurance to confirm. Secure messages replace the voicemail loop, and documents live where the client can always find them, instead of in an email they deleted.

Self-serve booking: pick the visit type, the day, and an open time.
Self-serve booking: pick the visit type, the day, and an open time.

Booking without the phone tag

Clients pick the type of visit, see real availability, and book in about thirty seconds, at 10 PM on a Tuesday if that is when they think of it. Confirmations and reminders go out automatically, which cuts no-shows, and rescheduling is self-serve, so a change does not cost your staff a phone call. The calendar stays in sync with whatever your office already uses.

Calm, private, and yours

A portal has to feel trustworthy, so the design stays calm and uncluttered, with your branding and nothing salesy. It works for clinics, dental and therapy practices, law offices, accountants, or any business where clients have ongoing appointments, documents, and questions.

Want something like this for your business?