The patient portal is where your patient sees themselves in the system: their visit history, invoices, payments, lab results, prescriptions, treatment plans. They can book appointments, pay invoices, sign consents, and update their profile, without calling reception.

For the patient (what they see)#

Home#

Next appointment with date, time, and provider. Quick links to common actions: book again, pay outstanding, view lab results.

Appointments#

Past and upcoming visits. For each: service, provider, room, status. Re-book the same service in one click.

Invoices#

Every invoice with paid/unpaid status. Online pay-now, wallet credit at checkout, and deposit-on-book are part of the next payments release.

Medical records (the part they're allowed to see)#

Vitals trend, allergies, problem list, current prescriptions, lab results. Provider's free-text notes may be hidden depending on tenant policy. Critical results are flagged.

Treatment plans#

Active and completed. Progress bar showing sessions delivered.

Packages and wallet#

Active packages, remaining credits, expiry date. Wallet balance (cashback, points). Tier level and points to next tier.

Documents (clinic-side today, portal-side soon)#

Shared files like discharge summaries, lab PDFs, and referral letters live on the patient record in the clinic dashboard. The patient cannot download them from the portal yet. Patient-side upload (sending a referral note in) is also on the roadmap.

Consents (clinic-side today)#

The portal does not yet show pending consents or accept signatures from home. When the patient arrives, reception walks them through anything new.

Profile#

Update phone, email, address. Set communication preferences (which channels, opt-in/out of marketing). Set preferred language. The language drives WhatsApp and SMS template bodies today. Push n