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.
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.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic