Client portal for clinics and medical practices
Patients call to confirm an appointment, ask for an invoice again or find out which documents to bring — back-and-forth that a well-fenced online space absorbs. The portal covers the administrative side of the patient journey; it is neither a medical record nor a care-messaging channel.
In your day-to-day
- 01
Online appointment confirmation, rescheduling or cancellation, synchronised with the practice diary.
- 02
Invoices and certificates downloadable, admission forms completed before the visit.
- 03
Practical preparation instructions available at the right moment, exactly as approved by the practitioners.
A typical scenario
A day-surgery unit schedules some sixty stays a week — and the admissions office spends its days repeating the same arrival instructions.
- 01
From scheduling onwards, each patient sees their personalised checklist: documents to provide, team-approved instructions, arrival time.
- 02
The day before surgery, the adjusted time appears in the patient space — no more phone campaigns for every schedule change.
- 03
After discharge, invoices and statements are downloadable, without calling the admissions office back.
What changes
Fewer incomplete files on the morning of surgery, and an admissions office that handles the special cases instead of repeating the obvious.
Order of magnitude
Working assumptions
- →60 scheduled stays a week
- →2 administrative calls avoided per stay — documents, times, invoices
In the order of 120 fewer calls a week to the admissions office, absorbed by a strictly administrative online journey.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
The switchboard saturates with practical questions — opening hours, documents, preparation — while patients hang up without an appointment.
- →
No-shows leave empty slots the waiting list would have filled, and nobody has time to call back.
- →
Rejected claims and unpaid balances pile up because the front desk is already doing two days’ work in one.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Is this a shared medical record?+
No, and it must not become one: the scope is administrative — appointments, accounting documents, forms, practical instructions. Anything belonging to the medical record stays in your practice software and the systems designed for it.
What guarantees on hosting and access?+
Each patient reaches only their own information, every view is logged, and as soon as health data is involved, hosting relies on a certified health-data provider. The setup is documented for your GDPR register.
Is this the problem eating your team’s time?
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