How to Use the Patient Portal
The patient portal gives your patients self-service access to manage their appointments, view invoices, and communicate with your clinic online.
Enabling the Patient Portal
Go to Settings → Patient PortalToggle Enable Patient Portal to ONConfigure portal options: - Allow online booking (Yes/No)
- Allow online payments (requires Paystack setup)
- Allow messaging (Yes/No)
- Allow document viewing (Yes/No)
Patient Registration
Patients can access the portal in two ways:
Invitation from Clinic
Open a patient recordClick Invite to PortalAn email is sent with a registration linkThe patient creates a password and logs inSelf-Registration
If enabled, patients can register at your portal URL:
They enter their phone number or emailThe system matches them to an existing patient recordA verification code is sent to confirm identityThey create a passwordWhat Patients Can Do
View Appointments
See upcoming and past appointmentsAppointment details (date, time, treatment, dentist)Cancel or request rescheduling (if enabled)Online Booking
Browse available time slotsSelect a dentist and treatmentBook directly without calling the clinicReceive confirmation via SMS and emailView and Pay Invoices
See all invoices and their statusDownload invoice PDFsPay online via Paystack (if enabled)View payment history and receiptsMessage the Clinic
Send messages to the clinic teamReceive responses in the portal and via notificationAttach images or documentsView Medical Records
Basic personal informationAppointment historyPrescriptionsTreatment plans (if shared by the clinic)Customizing the Portal
At Settings → Patient Portal → Appearance:
Upload your clinic logoSet primary colors to match your brandAdd a welcome message for the portal homepageSecurity
Patient portal sessions expire after 30 minutes of inactivityAll data is encrypted in transit and at restPatients can enable 2FA for their portal accountsAccess is limited to their own records onlyFor clinic setup, see Account Setup Guide. For chat, see How to Use Patient Chat.