The patient portal, explained
The patient portal is a separate, branded site at /p/your-clinic-slug (or your custom domain). Patients log in there to:
- Book and manage appointments
- Fill out intake and follow-up forms
- View and download documents you've shared
- Message your team
- Pay invoices and see receipts
- Join telehealth visits
It runs on your branding from 🌐 Websites — your logo, colors, and copy. Patients never see the ApexMentum app itself.
How patients sign in
Two paths:
- They register themselves from your portal's booking page. The system creates a patient record, prompts them to set a password, and books their slot.
- You create their record manually (or import them) and send them a portal invite. They receive an email with a one-time link to set their password.
What you control from Portal Settings
In the sidebar, click 🏥 Patient Portal to open Portal Settings. Here you can:
- Enable or disable self-registration. Turn this off if you only want to onboard patients yourself.
- Customize the booking flow. Pick which appointment types patients can self-book.
- Choose what's visible. You decide whether patients can see documents, forms, or messages.
- Set policy copy. Add your cancellation policy, terms, and intake instructions.
What patients can do day-to-day
Once they're logged in, patients see a simple dashboard:
- Upcoming appointments with a Join button for telehealth visits.
- Forms to complete — anything you've assigned to them.
- Messages — a thread with your team.
- Documents — anything you've shared, plus uploads from them.
- Payments — invoices and receipts.
Privacy and security
- Each portal is sandboxed to its clinic — patient A in clinic X can never see patient B in clinic Y.
- Portal logins are separate from staff logins, with their own password policy.
- Patients can update their own demographics, but cannot see chart notes or staff messaging.