The patient portal: what your patients can see and do

Every patient who registers with your clinic online gets a portal: a single signed-in page at your booking address where they manage their own side of things. You do not need to switch it on. This article is what they can see and do there, so you can answer the question when it comes up at the desk.

Getting in

Patients register from your booking page with their name and email, then the six-digit code sent to that email, their date of birth and a password.

Registration can link one eligible existing record after the checks on its email and, where required, date of birth. It does not automatically link every record sharing an email address. If a patient's history is missing, ask them to contact you so you can check their record.

You can invite a patient from their record. Moving your records to AesthetiClinic does not automatically send invitations to your existing patients. See Inviting your patients to the patient portal.

What they can see and do

• Upcoming: their upcoming appointments and details. Where online booking rules allow it, they can use Reschedule or Cancel. Otherwise the page explains why changes are unavailable. A booking awaiting payment shows that the payment is still settling.
• Forms to complete: outstanding forms you have sent, opened through Complete form.
• Completed forms: readable and printable copies of forms they have submitted.
• Invoices to pay: issued invoices with a balance, with View and pay to open payment. The invoice email also carries a payment link, so a patient does not have to log in to pay.
• Your receipts: summaries of their latest 24 numbered payments and refunds, including card payments taken at the desk. These are summaries rather than links to the staff receipt page.
• Account credit and membership details, where available. Eligible card-paying memberships offer Cancel membership. Cancellation stops renewal at the end of the paid period, keeps existing credit and does not refund that period.
• Loyalty points: their balance and its value when your loyalty scheme is enabled and they have points.
• Past: their past appointments.
• Your details: their contact information and marketing choices, which they can update.

What they cannot see

Clinical records, photos, notes, alerts and prescriptions are not shown in the portal. The patient can read their submitted forms without gaining access to your treatment notes.

Demonstration clinics

If you are looking at a demonstration clinic, the register and log in pages show a notice instead of a form: patient accounts cannot be created or used on a demo. Browsing and booking as a guest still work.