All features

Patient Portal

Secure links so patients see their care — on your terms.

8+

public link types

6

profile tab sections

4

claim status states

0

apps required to open a link

Patient Portal

Overview

Secure, branded patient self-service on your clinic website — send a link for a prescription or invoice, or let patients register, claim their file, and browse appointments, results, and documents without calling reception.

Share results, Rx, and documents via secure linksReduce front-desk calls for routine requestsBranded experience for your clinicControlled access per visit or document

Two ways in — same clinic brand

Illustrative — not live patient data

One-click links
Prescription
Invoice
Form
Profile
→ 1 tap
Portal account
Register
↓
Claim profile
↓
Full chart access

Real-world use cases

1

Share a prescription after the visit

Staff copy the Rx link from the chart; the patient opens it on their phone — no login, no PDF attachment.

2

Let families manage their own files

Parents register once, claim child profiles (with your approval or auto-accept), and switch between charts on the portal home.

3

Collect forms before arrival

WhatsApp sends a form share link; the patient completes intake from /shareLink and answers land on the chart.

4

Reduce invoice questions

Send a printable invoice link so patients see line items, tax, and balance due with your clinic logo.

What you get

8+ public link routes

Prescriptions, invoices, profiles, forms, diet, session confirmation, loyalty, and more — each scoped to your clinic domain.

Tab and password control

Choose which profile sections appear on public links and optionally require a clinic password before viewing.

Branded portal accounts

Colors, logo, copy, and feature toggles from Patient App Settings — same look on web and companion app bundle.

Profile claim workflow

Phone-verified accounts, staff approve/reject (or auto-accept), plus quick-connect via QR or profile link.

In-portal notifications

Patients see clinic messages and can register push devices from the authenticated portal.

OTP-ready auth

Register, verify phone, and reset password with SMS OTP — built for mobile-first markets.

How it works

  1. 1

    Configure access

    Set visible tabs, optional password, branding, and whether profile claims need approval.

  2. 2

    Share or invite

    Send document links by WhatsApp/SMS, or direct patients to /portal to create an account.

  3. 3

    Patient self-serves

    They view documents instantly or log in to see their full chart — on your domain, under your brand.

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Related modules

Reservations & Scheduling

Appointments that fill your calendar without the chaos.

Forms Builder

Custom intake and consent forms — no developer required.

Ready to run your clinic on one platform?

See how Smart Clinic unifies EHR, ERP, growth tools, and AI — book a demo tailored to your specialty and size.

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