What is the patient portal?

The Patient Portal is a secure platform where patients handle everything relevant to their care, including appointment booking, questionnaires and monitoring tasks. All in one visit, improving engagement and cutting practice admin.

👩🏼‍⚕️What Can It Do for Your Practice?

Enable patients to self-book appointments - all pending booking links in one place
Display patient tasks for monitoring and screening – fully configurable!
Show practice contact details in one convenient place
Allow patients to complete questionnaires that are currently pending.
Questionnaires are only shown if the patient matches a clinical rule that has an associated questionnaire enabled for your organisation.

To learn more about how questionnaires work and how to configure them, click here.

✅ Why It Matters

Empowers patients to complete their own monitoring and contact the practice when needed
Reduces admin time with automated booking and task management
Improves compliance with clear instructions and colour-coded status
Supports healthier populations through proactive care and engagement

Patient portal home screen

Patients can enter the patient portal via:

QR code on a patient portal poster in practice
A self-booking appointment link
A questionnaire link
The website directly here

💡 One portal, everything visible

Whichever link a patient uses to access the Patient Portal, they'll see all of their outstanding items, not just the one they were originally sent. This means that a patient who follows an appointment booking link may also choose to proactively complete any outstanding questionnaires, without being separately invited.

What the patient sees in the portal

How do I configure the patient portal?

☎️ Contact Page

You can customise what contact information to make available on the patient portal.

In the User Management Portal

Select your organisation
Select Patient Facing Services section. There you will find a sub-section for the Practice Contact Details.

Enter the contact information you wish your patients to have available. All fields are optional; however, we do advise supplying at least a means to contact the organisation.

You may preview how the information will display to a patient by clicking on the Preview Patient Contact Page link.

📋 Patient Tasks

Patient tasks may display to a patient when they visit the patient portal. Tasks will only be shown if the patient matches any of the clinical rules that are in effect for your organisation.

Patients are shown only the tasks that apply to the individual, the relevant status, and are given either default, or customised instructions. These instructions can be set by the practice.

🚦To configure patient tasks in the User Management Portal:

Select your organisation
Select Patient Facing Services section. There you will find a sub-section for the Patient Tasks.

The task categories that may visible to the patient are shown in the Task Categories section above. You may toggle each of these on or off to your preference.

The default text that will be displayed per status is visible to the right, and will remain grey when the text areas are empty.

You can personalise what instructions will display to your patients for each task category if preferred. To do so, simply:

Select the task category
Enter your preferred instruction into the text box shown below each status
E.g 'Please visit practice and use blood pressure machine at reception to submit a reading'

🔒 Is It Secure?

Yes. The portal is fully compliant with NHS data protection standards and integrates seamlessly with the Abtrace Proactive Monitoring Tool.