Client Portal
The Client Portal is an online service that allows patients to perform actions independently at any time, saving the clinic valuable time.
With the Client Portal, patients can:
- Fill out and sign online forms such as health declarations, pre-consultation questionnaires, or any other forms you’ve chosen to display.
- Schedule appointments online for your services based on calendar availability. For example, doctor checkups, initial consultations, hygienist treatments, and any other service you’ve enabled for self-scheduling through the portal.
- The portal goes even further—it allows patients to schedule appointments for treatments within their existing treatment plans, such as a series of cosmetic treatments. The system will automatically mark the session, helping you track the remaining treatments.
- And if that’s not enough, the Client Portal also enables upfront credit card payments, with an automatic invoice sent upon booking.
Alternatively, you can require a credit card for security or simply allow appointment booking without a payment requirement.
Form Completion and Digital Signature
Patients can easily fill out and sign online forms – health declarations, questionnaires before consultations, and any other document you choose to display. The process is quick, secure, and saves time on paperwork.
Smart and automatic appointment scheduling
The portal allows patients to schedule appointments online according to calendar availability, including treatments from their personal treatment plan. This way, you can easily track the remaining treatments and manage treatment series in an organized manner.
Prepayment and Invoice Generation
It is possible to request prepayment by credit card when scheduling the appointment, with automatic invoice generation at the end of the process. You can also set up a credit card authorization for security or allow appointment scheduling without immediate payment.
