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The patient portal: what patients see and what you set up

Published 20 October 2026Reviewed 20 October 20263 min read

On this page

Get the portal ready

  1. Check the portal address

    Settings → Patient portal shows the Portal address. A new workspace gets one from its name; you can change it using lower-case letters, digits and hyphens.

  2. Publish the privacy notice

    On the same screen enter the address of your privacy notice, or use the one you published in the compliance center. Without it, intake forms cannot be requested and forms take no enquiries.

  3. Enter your contact details

    In Settings → Workspace, under How patients reach you, fill in E-mail for patients and Phone and WhatsApp. Patients call or write to you with these on every portal page, and the e-mail is the reply address of the messages patients receive.

  4. Send the patient the link

    The intake, quote, appointment and trip-plan e-mails carry the portal link themselves. If you prefer another channel, copy the link from the relevant screen.

What the patient does on the portal

Forms
What the patient doesFills in the intake form, adds documents and guided photos, gives explicit consent and sends it
Where you prepare itThe Intake tab on the case
Quotes
What the patient doesCompares the options side by side, reads the terms and accepts one; that creates a payment plan
Where you prepare itQuotes
Payments
What the patient doesSees the payment plan, your bank account and the reference to write; sends a receipt
Where you prepare itPayments
Appointments
What the patient doesSees, confirms or cancels an appointment; books a new one if the booking page is open
Where you prepare itCalendar
Trip
What the patient doesSees flights, stay, transfers with the driver to call and treatment days in their own language
Where you prepare itThe Trips tab on the case
Aftercare
What the patient doesAnswers check-in questions, adds photos, downloads the documents you gave
Where you prepare itSettings → Aftercare
My data
What the patient doesSees their consents, withdraws optional ones, opens a data request
Where you prepare itCompliance center
Patient portal on a phone: Oliver Hartley's upcoming appointments, trip, quote and payment schedule at Örnek Klinik.
The patient's portal home: next steps and upcoming appointments.Real product screen · fictional sample data

Frequently asked questions

Is the portal visible in search engines?

No. No page of the portal is indexed; patients reach it only through the links you send.

What if the link has expired?

The patient requests a code from the portal address using their e-mail. You can also send a new link; it replaces the previous one.

Which languages does the portal use?

Turkish and English. The language comes from the address setting, then the patient's choice, then their browser.

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