Service
Patient Portal

Modern patient self-service

Empower patients to self-serve while your staff focuses on care. Lower call volumes, reduce no-shows, and improve satisfaction with timely, secure access.
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A patient portal showing secure access to appointments, medical records, and prescription refills, with a dashboard for quick actions.

Reframe the portal for clinical use

Combine portals, forms, and consent/audit into a HIPAA-aware experience that fits into existing clinic operations and staff workflows.

Care access

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  • Self-schedule by visit type and provider availability.
  • Telehealth links, device checks, and reminders.
  • Refill and referral requests with routing.
A clean UI mockup shows a patient portal dashboard with options for self-scheduling, messaging, and accessing health records, designed for easy patient self-service.

Results & forms

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Labs

Share results with physician notes and follow-up tasks.

Intake

Collect consents, histories, and SDOH assessments with branching logic.

A screen showing forms for intake, consents, histories, and SDOH assessments, plus labs and other results with physician notes.

Secure messaging

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  • Topic triage and SLA policies.
  • Escalations to live agents or clinicians.
  • Language support with templates.
An inbox with prioritized messages, escalation options, and language translation, ready for secure messaging.

Privacy

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PHI access logs, revocation-aware consent checks, and least-privilege roles across staff and locations.

A dashboard showing access logs, consent settings, and role management for different staff and locations.

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Frequently asked questions

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Related features

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Customer Portal

Empower customers to get the help they need through a secure customer portal.

HIPAA & BAA

Healthcare-grade privacy and security program with signed BAA, PHI safeguards, logging, and administrative controls that unlock clinical and payer use cases while satisfying enterprise procurement.
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Knowledge Base

Enable customer self-service and reduce incoming tickets while maintaining 24/7 support availability.
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Help Desk and Ticketing

Deliver personalized and omni-channel customer support at scale with an AI-powered help desk and ticketing workspace.

Consent & Audit (PHI)

Capture clinical consents and maintain immutable access logs mapped to purpose-of-use—built by reframing your existing forms, sensitive-data fields, and audit logging.
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Live Chat

Connect with visitors in real time to convert leads, close deals, and provide support.
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