Patient Portal

Give patients secure access to view appointments, sign documents, and place orders.

Available on Premium plan or with Patient Portal add-on

Overview

The Patient Portal provides a secure, patient-facing interface where patients can manage their healthcare experience. Features are gated based on your subscription tier and add-ons.

Features by Plan

FeatureProfessionalPremiumPortal Add-on
Dashboard
View Appointments
Browse & Order Products—
View Orders—
Sign Documents——

Enabling Portal Access for Patients

Step 1: Enable Portal for Patient

  1. Go to the patient's record
  2. Find the "Patient Portal Access" section in Overview
  3. Enter the patient's email address
  4. Click "Enable Portal Access"

Step 2: Send Invitation

  1. Click "Send Invitation"
  2. Set expiration time (default 48 hours, up to 7 days)
  3. Patient receives email with secure link

Step 3: Patient Accepts Invitation

  1. Patient clicks the link in their email
  2. Creates account or signs in with existing account
  3. Email must match the invitation email
  4. Account is linked to patient record
  5. Patient is redirected to their portal dashboard

Invitation Limits

Maximum 3 pending invitations per patient. If you need to resend, revoke existing pending invitations first.

Portal Dashboard

When patients log in, they see a personalized dashboard with:

Summary Cards

  • • Upcoming appointments count
  • • Pending orders count
  • • Ready for pickup count
  • • Documents to sign count

Quick Actions

  • • Upcoming appointments preview
  • • Recent orders list
  • • Browse products button
  • • View documents button

Viewing Appointments

Patients can view their appointments with two tabs:

Upcoming Appointments

Shows future appointments with:

  • • Appointment type and duration
  • • Date and time
  • • Provider name and credentials
  • • Location (if set)
  • • Status badge (Scheduled, Confirmed, etc.)
  • • Any notes from the clinic

Past Appointments

Historical record of completed appointments for patient reference.

Shopping & Orders

Browsing Products

Patients see products marked as "Visible in Portal":

  • • Product grid with images and prices
  • • Search by name or description
  • • Filter by category
  • • Out-of-stock items shown as unavailable
  • • Prescription items marked with Rx badge
  • • Consultation-required items noted

Shopping Cart

  • • Add items to cart from product pages
  • • Cart icon shows item count in header
  • • Adjust quantities in cart drawer
  • • Cart persists across browser sessions
  • • Remove items or clear cart

Checkout Process

  1. Review cart items and quantities
  2. See subtotal and tax calculation
  3. Add optional order notes
  4. Click "Pay Now"
  5. Complete payment on Stripe checkout page
  6. Return to order confirmation page

Restricted Items

Orders containing items that require consultation or prescription will be held for staff approval before the patient can pay.

Viewing Orders

Patients can track all their orders:

  • • Order number and date
  • • Order status (Pending, Processing, Ready, Completed)
  • • Payment status
  • • Item list with quantities and prices
  • • Total with tax breakdown

Documents & Signatures

Action Required

Documents needing signatures appear prominently:

  • • Yellow alert banner shows pending count
  • • Click document to view and sign
  • • Draw signature in signature pad
  • • Acknowledge legal binding nature
  • • Submit signature

Signed Documents

Completed documents show with green checkmark:

  • • Document title and description
  • • Signed date
  • • Read-only view of signed content

Other Documents

Reference documents (lab results, imaging, etc.) visible in portal:

  • • Document type and title
  • • Upload date
  • • Download/view capability

Security & Privacy

Patient Data Protection

  • Secure Authentication - Powered by Clerk with email verification
  • Data Isolation - Patients only see their own records
  • Encrypted Connections - All data transmitted over HTTPS
  • Token-Based Invitations - Secure, expiring invitation links
  • Payment Security - Stripe handles all payment data (PCI compliant)

Managing Portal Access

Disabling Access

To revoke a patient's portal access:

  1. Go to the patient's record
  2. Find "Patient Portal Access" section
  3. Click "Disable Portal Access"
  4. Patient can no longer log in
  5. All pending invitations are revoked

Access can be re-enabled later with a new invitation.

Invitation Status

Track invitation history for each patient:

  • • Pending - Awaiting patient acceptance
  • • Accepted - Patient has created account
  • • Expired - Link expired before use
  • • Revoked - Manually cancelled by staff