Portal, Telehealth, and Analytics
Branded patient portal with 13 features, native video telehealth, Zoom/Teams integration, secure messaging, engagement tracking, and 10 built-in report types.
Patient Portal (13 Features)
7 featuresOnline Booking
Patients book, reschedule, and cancel appointments directly from the portal with real-time availability.
Treatment Plan Access
Patients view their treatment plan, track progress across phases, and see recommended next steps.
Prescription History
View prescription history, see which pharmacy filled each one, and request refills via secure messaging.
Consent and Intake Forms
Complete intake questionnaires and consent forms digitally before appointments.
Secure Messaging
HIPAA-compliant messaging between patient and practice. Discuss treatment questions and coordinate care.
Membership Management
Pause, resume, update payment method, or cancel membership. View benefits, usage, and billing history.
Engagement Tracking
Patient engagement scoring and activity monitoring. Track portal visits, form completions, and appointment frequency.
Telehealth and Video
5 featuresNative Video Consultations
Browser-based video calls with no downloads needed. Patients click a link and connect.
Zoom Integration
Schedule and launch Zoom calls directly from the appointment calendar. Meeting links auto-generated.
Microsoft Teams Integration
For practices using Microsoft 365. Schedule Teams meetings with auto-generated join links.
Video on Demand Library
Curate aftercare instructions, treatment explainers, and wellness resources accessible from the portal.
Family Member Access
Parents manage children's records and appointments from a single account with separate clinical records.
Communication and Analytics
5 featuresUnified Messaging Inbox
All patient communications (email, SMS, portal messages) in a single inbox with full conversation context.
Two-Way SMS
Send and receive text messages with patients for confirmations, follow-ups, and quick questions.
Email Campaigns
Drag-and-drop email builder via Studio. Segment by treatment type, membership tier, or last visit date.
No-Show and Cancellation Report
Rates by practitioner, service, and day of week with pattern analysis to optimize scheduling.
Cash Flow and Gift Card Reports
Gross vs. net revenue, payment method breakdown, gift card sales, redemptions, and outstanding liability.
Telehealth Without Downloads
Browser-based video consultations mean patients click a link and connect. No app downloads, no friction.
A Portal Patients Actually Use
Book appointments, view treatment plans, check prescriptions, manage membership, message your provider, and track engagement. All from one branded portal with passwordless login.
Omnichannel Without the Chaos
Email, SMS, portal messages, and video calls routed to a single unified inbox. Staff sees every conversation in context.
10 Reports That Answer Every Question
Revenue, staff performance, retention, inventory, forecast, no-shows, cash flow, gift cards, package utilization, and custom dashboards.