Patient Portal: What Patient Sees

In an internet browser, navigate to the Patient Portal Patient Facing URL.

Patients can access the Patient Portal using most web browsers or mobile devices. Below is a summary of what the patient or Authorized Representatives may see when they go to the Patient Portal.

After login, the patient may be prompted to verify their personal information, as required by certain payment processors.

Navigating Patient Portal

Patients can navigate Patient Portal by clicking the tabs at the top. Tabs can be included or omitted depending on the settings selected by the office in Patient Portal Settings.

Header options:

Note: Date displays according to the language setting of the browser. For example, English (Canada) would display dd/mm/yyyy.


In the Appointments tab, patients can view scheduled and completed appointments and view other action needed items, such as appointments that need confirmed and Web Sched Recall notifications that are still unscheduled.


In the Account area, patients can view statements and make payments.

The balance is reflective of the last generated statement, not the current balance of the account. If a patient does not have a statement on their account, this area is blank.


In the Plan tab, patients can view treatment planned procedures. This tab only displays treatment saved on a Saved Treatment Plan.


View and send private WebMail or Secure Email messages (between the provider and patient).

Click on a message to preview it in the bottom of the screen.

Note: Authorized representatives can send messages on behalf of any family member. Click the Patient Name (next to Regarding Patient), then select the family member.


In the Summary tab, patients can view, download, or transmit Continuity of Care Document (CCD).

CCDs are automatically created and saved for patients if the office has downloaded SnoMed Codes and CVX Codes. See Importing Code Systems.

Highlight a patient name to view the associated care summary. Click a Table of Contents link to jump to specific information.

The patient can perform the following actions for each care summary:


In the Images tab, patients can view PDFs and image files stored in Imaging Module folders shared to the Patient Portal.

Images display chronologically, oldest to newest. Click to download the file.

Only patients with a status of Patient, NonPatient, or Inactive can download images.