Patient Portal

A secure online platform where patients can access their health information, complete intake forms, view appointment history, and communicate with their healthcare provider. Can be branded to match the practice for a seamless patient experience.

Related terms

• Magic LinkA secure, single-use URL sent to a patient via email or SMS that allows them to access and complete their intake forms without creating an account or remembering a password. Magic links expire after a set period and can only be used once, maintaining security while eliminating friction for patients.
• Intake FormA form completed by patients before a healthcare visit to provide demographic information (name, address, phone), insurance details, medical history (conditions, medications, allergies), and consent signatures. Digital intake forms replace paper clipboards and enable pre-visit data collection via email or text message links.
• EHR / EMRElectronic Health Record (EHR) and Electronic Medical Record (EMR) are digital versions of a patient's medical chart. An EMR is typically used within a single practice, while an EHR is designed to be shared across organizations. Patient engagement platforms integrate with EHR/EMR systems via webhooks, API, and FHIR to automatically route intake data into patient records.