User Guide / Patient & Attorney Portals

Patient & Attorney Portals

Self-service booking and records for patients; approved record access for attorneys.

For: Patients, attorneys, front desk

Patient portal

Patients sign in to request appointments, view visit info and message the clinic. The public booking page (/book) lets new and existing patients request a visit within clinic hours.

The public booking page — new and current patients request appointments.

Attorney portal

Authorized attorneys submit record requests and, once staff approve them, download the records directly as a branded Summary PDF or a portable C-CDA file.