Patient Portal

Patient Portal

Our simplest way to send relevant messages that delight patients & sell more services.


You are able to segment your entire patient list and send specific messages to improve patient engagement.


Because of the seamless data integration & automated processes, you get accurate, relevant & e‹ective communications to patients with minimal e‹ort.


Each interaction with your patients can result in greater loyalty & top of mind awareness while bringing in new revenue opportunities.


Patients can choose their preferred method of communication between email & text. Enjoy a simple, automated & integrated messaging system that anyone in your practice can use. Communicate office changes such as schedules, new locations, new providers & payment methods.

You can also invite patients to schedule appointments for recall visits, specials & sales promotions. Target patients by active/inactive status, geography, diagnosis code, birthday/age & insurance.

See how easily you can communicate with patients.

Create a birthday card campaign.

Easily create personalized email & text templates for each campaign or reuse & modify past templates for new campaigns. You can add data fields such as patient name & subject line to personalize each message. You can also include your logo & attention-grabbing images.


Customize your message & audience.

Select which patients receive texts & which receive emails by choosing from existing criteria or create a new set. There are many different fields available, including patient demographics, insurance, diagnosis codes & more.

Review, finalize & send your message

Portal forms can be accessed from the homepage of the portal. The Patient Forms icon lets you see which family members have outstanding patient forms assigned.