# Patient Portal

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- Patient Portal

### Patient Portal

##### Our simplest way to send relevant messages that delight patients & sell more services.

### Focused

You are able to segment your entire patient list and send specific messages to improve patient engagement.

### Smart

Because of the seamless data integration & automated processes, you get accurate, relevant & eective communications to patients with minimal eort.

### Effective

Each interaction with your patients can result in greater loyalty & top of mind awareness while bringing in new revenue opportunities.

### COMMUNICATE WITH PATIENTS

Patients can choose their preferred method of communication between email & text. Enjoy a simple, automated & integrated messaging system that anyone in your practice can use. Communicate office changes such as schedules, new locations, new providers & payment methods.

You can also invite patients to schedule appointments for recall visits, specials & sales promotions. Target patients by active/inactive status, geography, diagnosis code, birthday/age & insurance.

### See how easily you can communicate with patients.

### Create a birthday card campaign.

Easily create personalized email & text templates for each campaign or reuse & modify past templates for new campaigns. You can add data fields such as patient name & subject line to personalize each message. You can also include your logo & attention-grabbing images.

### Customize your message & audience.

Select which patients receive texts & which receive emails by choosing from existing criteria or create a new set. There are many different fields available, including patient demographics, insurance, diagnosis codes & more.

### Review, finalize & send your message

Portal forms can be accessed from the homepage of the portal. The Patient Forms icon lets you see which family members have outstanding patient forms assigned.