Patient Experience

Online booking, patient portal, and clinical record portal

10 articles

How to Set Up Online Booking LinksCreate and manage booking links that let patients self-book appointments from your website, emails, or social media.Managing Patient Portal CredentialsSet up, view, and manage patient portal login credentials, understand how they differ from contact details, and use the backfill feature.Online Booking AnalyticsTrack booking conversion rates, view funnel drop-off points, and watch session recordings of patient booking journeys.The Patient Booking ExperienceWhat patients see when they use an online booking link, step by step -- from choosing an appointment type to receiving confirmation.Patient Authentication SettingsConfigure patient verification methods, manage credentials across your organisation, and control portal session behaviour.Appointment Manage LinksHow manage links work, what patients can do with them, and how to copy or send a manage link for an appointment.When a patient says they do not need a recallVideoPatients can now answer a recall reminder instead of ignoring it. What the three answers mean, where each one shows up, and the task you get when somebody has already been seen elsewhere.Patient Portal - Clinical Record AccessHow to enable patients to view their medical record through the portal, including identity verification, MFA setup, and approval workflows.Patient Portal - Invoices and PaymentsHow patients view and pay invoices through the portal, and how to manage payment methods.Booking online for someone you act forVideoHow a parent or carer with proxy access books an appointment for someone they act for, without re-entering that person's details each time.

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