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Introduction

Patient portal allows patients to complete their forms online and self check-in for their appointments without having to touch anything in the practice. This reduces in-practice wait times and improves the patient experience as it frees up reception staff to provide a more personal service.


Below is an introduction video for how the Portal works from within EXACT and for your patients.

Installation

If you would like the Patient Experience feature, please contact our support team.

What do you want to know about?

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What Forms Are Available

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How Forms Are Automatically Sent to Patients

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Sending Forms Manually

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Using Patient Portal As a Patient

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Patient Self Check In

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Amending Your Portal Templates

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Checking Form Completion

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Configuring Smart Sections

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Turning Off Patient Portal For a Specific Patient

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Patient Portal FAQS

Security

The Patient Portal contains two factor authentication:

Access to a patient's portal is achieved by sending a link for them. Each link is specific to individual patients; patient A cannot access their portal through Patient B's portal link.

This achieves a two factor authentication whereby the patient must first be identified by the practice through their email address, followed by the confirmation of surname and date of birth.