Dental Patient Portal Software

Stop the clipboards

Patients fill out their intake and consent forms online before they arrive. The data flows straight into their profile.

Answer fewer calls

Let patients check their upcoming appointments and outstanding balances online instead of calling your reception.

Share documents securely

Send X-rays, treatment plans, and invoices directly to the portal instead of using insecure email attachments.

You set the rules

Patients only see what you let them see. Keep your clinical notes strictly hidden and control exact booking availability.

Problem

If the patient can't do it, your front desk has to

Every missing signature, every re-sent invoice, and every phone call to check a balance is time your receptionists aren't spending on the people actually standing in the clinic.

Front desk collecting dental intake details manually while a digital form remains incomplete.

Intake arrives too late

When patients arrive and have to fill out five pages of medical history on paper, the dentist waits, the schedule slips, and the front desk loses time doing data entry.

Clinic-controlled online booking options connected to a dental patient portal request.

Self-service without rules creates diary noise

'Can I get a copy of my invoice?', 'When is my next appointment?', 'What was my remaining balance?'. Your front desk spends hours answering questions patients could answer themselves.

Clinic staff setting patient portal permissions for documents, invoices, and treatment visibility.

Permissions are hard to explain

Emailing X-rays, treatment plans, and post-op instructions securely takes too much time. Patients lose the emails and call back asking for them again.

How it works

From portal access to reviewed patient updates.

Follow a patient portal action end-to-end. The patient sees only the access, forms, booking options, and documents your clinic has allowed, while the team keeps the review step.

PatientPortalSystemStaff

🔗

Staff

Open portal link

The clinic sends the correct portal access path.

✉️

Patient

Verify access

SMS or email check confirms the patient.

📋

Patient

Open patient task list

Allowed forms and actions are shown.

🔐

Rules · Portal logic

Shows only allowed actions

Matches the patient action to clinic-controlled visibility.

visibility → forms, invoices, documents

booking sets filtered by clinic rules

forms → structured answers ready

patient fields → review before update

Allowed view ready · clinic rules applied

🧾

Patient

Configured forms

Intake answers arrive in a structured format.

📅

Patient

Booking option selected

Only the clinic-approved booking set, doctors, and slots are exposed.

📁

Patient

Documents and invoices visible

The patient sees the records your team allows.

READY

✅

System

Team review

Submitted forms and access events wait for staff review before the record changes.

RULE NEEDED

⚙️

Staff

Resolve before acting

The team adjusts visibility before the patient continues.

👀

Staff

Team checks the update

The clinic keeps the final review step.

ACCEPTED

🟢

System

Profile update accepted

Structured answers can continue into the daily clinic workflow.

FOLLOW UP

🔔

Staff

Follow-up reminder

The team follows up when a task needs attention.

Portal features

Patient self-service with permissions, forms, booking rules, and clinic review in one flow

Give patients a cleaner online starting point while your team keeps control over access, visibility, intake updates, booking follow-through, and final review.

Clinic-controlled portal access

Give patients useful self-service while the clinic decides which areas are visible, updateable, or staff-review only.

Portal permissions

TreatmentsAllowed

InvoicesVisible

DocumentsSelected

Access check

Clinic portal code in the access link

SMS/email login verification before entry

Patients verify access with the configured SMS or email template before continuing.

Portal link sent

Clinic-specific URL starts the patient flow.

SMS/email login verification

Access proceeds after the configured message check.

Visibility

Payment and document visibility

Show balances, invoices, documents, and selected treatment information only where permissions allow it.

Booking connection

Expose a selected booking set while your team controls doctors, slots, request rules, and the review path.

Selected booking setEnabled

Doctor availabilityLimited

Slot rulesControlled

Request reviewQueued

Forms

Configured dental forms

Use anamnesis, intake, customer experience, or other configured forms with the question types your team needs.

Digital forms and intake

Collect configured anamnesis and intake details before the visit, then review structured updates with patient profile context before staff act.

Form intake

Submitted

Anamnesis formComplete

Consent detailsReady

Reason for visitUpdated

Patient fields

Review

Profile updatefill if empty

Email, address, profession, patient group, and visit reason can follow form configuration.

Follow-up workflowvisible

Staff can review what changed before the patient reaches reception.

01Forms

No more waiting room clipboards

Patients fill out their intake, medical history, and consent forms on their phone before they leave the house. The data flows directly into their clinic profile.

02Booking

Convenience with clinic control

Let patients book their own follow-ups and hygiene visits, but keep strict control over which slots, doctors, and appointment types are actually available online.

03Permissions

Share exactly what you want

Give patients instant access to their invoices, before-and-after photos, and specific treatment plans, while keeping your internal clinical notes strictly hidden.

Get started

Ready to automate your front desk?

Let patients handle their own data entry and appointment requests, while you keep full control over what goes into the calendar.

Explore online booking

Patient self-serviceFull clinic control

Operational wins

What you get

Patients fill medical history before they arrive

Share X-rays and invoices securely without email

Let patients view and settle outstanding balances online

Control exactly what clinical data patients can access

FAQ

Access

Quick answers about patient portal access, forms, permissions, and booking follow-through in Medicasimple.

Can patients update their medical history before arriving?

Yes. They log into the portal, update their anamnesis, and sign their forms on their phone. When they walk in, your front desk doesn't have to hand them a clipboard.

Is this the same as online booking?

No. The portal is an entire self-service account where patients can see their upcoming appointments, check outstanding balances, and securely download their X-rays or invoices.

FAQ

Forms & Booking

Will patients see sensitive clinical notes?

No. You have absolute control. Patients can only see the documents and X-rays you explicitly choose to share with them.

How do patients log in?

They use a secure, one-time login link sent via SMS or email. There are no complicated passwords for them to forget.

FAQ

Clinic Control

Can patients pay their balances through the portal?

Yes. If online payments are configured, patients can view their outstanding debt and settle it directly from their phone.

Does the front desk still have control?

Absolutely. The portal handles the data entry, but your team still reviews forms and approves booking requests before they hit your live schedule.

Give your patients self-service, keep your control

The practice management platform behind 1,300+ healthcare clinics

If the patient can't do it, your front desk has to

From portal access to reviewed patient updates.

Patient self-service with permissions, forms, booking rules, and clinic review in one flow

Payment and document visibility

Configured dental forms

No more waiting room clipboards

Convenience with clinic control

Share exactly what you want

Ready to automate your front desk?

Access

Forms & Booking

Clinic Control

Related Features

Scheduling

Online Booking

Patient Recall

Treatment Planning

BPE and Perio Charting

Give your reception their time back