How patient self-scheduling works
Patients reach their appointments through a portal with no password to forget. They sign in with their name and date of birth, receive a six digit code by text, call or email, and from there can confirm, request a reschedule, or ask for a new appointment.
The password problem, removed rather than managed
Forgotten passwords are the single biggest source of portal support calls in most practices. There is no password here, so there is nothing to reset.
- Sign in with first name, last name and date of birth
- A six digit code is sent by text message, by phone call read aloud, or by email
- Patients only see the delivery methods they actually have on file
- Destinations are masked until the code is verified, so no contact detail is revealed to whoever is at the screen
- The code expires after fifteen minutes and locks after five wrong attempts
- For a patient on a landline, the code is read aloud digit by digit, twice
What a patient can do once they are in
The portal is where a patient handles the things that otherwise become phone calls.
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See what is booked
Upcoming and past appointments in one list, so a patient checking a date does not need to ring the front desk.
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Confirm, or ask to move
Confirming has the same effect as replying to a reminder: the remaining reminders for that appointment stop. A reschedule request goes to your staff queue rather than silently rewriting the calendar.
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Request a new appointment
The request lands with staff to action. This is deliberate: a request queue keeps control of the schedule with your team, which is what most practices want for anything other than simple visit types.
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Handle the paperwork
Complete intake and consent forms, photograph an insurance card or ID, answer a satisfaction survey, and view messages, without any of it arriving as a phone call.
Questions we get about the portal
What if a patient forgets their password?
There is no password and there never has been one. Patients sign in with their name and date of birth, then a six digit code. A patient asking to reset a password should be walked through name, date of birth and code instead.
How does the patient receive the code?
By text message to the mobile on file, by phone call where the code is read aloud digit by digit twice, or by email. They only see the methods they actually have on record.
How long is a code valid?
Fifteen minutes. Five wrong attempts locks that code and the patient requests a new one. Both limits exist so a code left sitting in an inbox is not a way in.
Does a patient booking a slot change our schedule directly?
A request goes to your staff queue to action rather than writing straight into the calendar. Live real-time booking against open slots is a separate capability, driven by an integration with your practice management system.
What happens when a patient confirms in the portal?
The same as confirming by text: the reminders still queued for that appointment stop. Confirmations from either route are treated identically.
Can patients upload their insurance card?
Yes, by photographing it or typing the details in. They can also delete a card they uploaded, and staff can send an upload link if something is missing.
Can staff see what the patient sees?
Yes. A staff-view link opens the portal as that patient with a clear banner across the top. The link is single use and expires after sixty seconds, and every access is logged against the staff member who opened it.
Is there a mobile app?
No. The portal runs in a browser on whatever device the patient already has, which is deliberate: nothing to install and nothing to keep updated.
See the portal the way your patients would
We will walk through a sign-in, a confirmation and a reschedule request, on a phone.
Talk to our team