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Patient portal best practices

Keep your portal simple for patients and easy for your team.

Table of Contents
  • Switch on only what you will look after. Each feature becomes a page in the patient’s menu.

  • Use your logo and colours, so it feels like yours.

  • Set clear rules for cancelling and rescheduling.

  • Link the portal from your website and your messages.

  • Tell patients they sign in with an emailed code, not a password.

Up next

Next, read Precare email best practices.