In development: private prototype available for review. See current capabilities →

Patient portal

Dental Patient Portal Evaluation Guide

Compare patient portal identity checks, family access, documents, messages and account recovery. Verify each workflow before offering patient access.

At a glance

A dental patient portal gives authorized patients or caregivers access to selected practice services and information. Evaluate identity verification, permission boundaries and account recovery as carefully as the list of convenient features.

Current product stage

The private prototype supports saved patient profiles, scheduling, visit statuses and recall tracking. Clinical, billing, insurance, messaging and website integrations described in our roadmap are not yet available for clinical use.

Review what is available →

Map who can see what

Use fictional adult, child and caregiver scenarios. Ask how the system distinguishes a billing contact from someone allowed to view a record. Changes in family relationships or access permissions should be demonstrable, including what a removed user can no longer see.

Test routine self-service

Walk through confirming an appointment, retrieving a document and updating contact details. Identify which changes require staff review and how the patient sees their status. Ask how the practice supports people who cannot use the portal or do not want an account.

Plan recovery and shared-device use

Review lost-phone recovery, sign-out, session expiry and notification previews. Ask what information is included in an email or lock-screen alert. Test a shared household device so that one person’s session does not silently expose another person’s information.

Patient access is not released

Our private prototype is a development workspace for fictional information. It has no released patient portal, family-access model or patient account-recovery workflow.

Common questions

Is a mobile-friendly website a patient portal?

No. A portal needs authenticated access and permissions for specific information and tasks. A responsive public page alone does not provide that.

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