--- title: What is the Patient Portal? description: The Patient Portal is a website where patients may book an appointment when they receive self-booking links. The Patient Portal also features other patient facing services, which are detailed below. Y --- [Skip to content](https://help.abtrace.co/how-to-configure#main-content) [![abtrace-logo-colour@2x-3.png\]](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-3.png?width=124&height=60&name=abtrace-logo-colour@2x-3.png)](https://help.abtrace.co/?hsLang=en) Open main navigation Close main navigation - [Go to abtrace.com](https://www.abtrace.com/) [Go to abtrace.com](https://www.abtrace.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Abtrace Support Portal](https://help.abtrace.co/?hsLang=en) 2. [Patient Engagement](https://help.abtrace.co/patient-engagement?hsLang=en) 3. [Patient Portal](https://help.abtrace.co/patient-engagement?hsLang=en#patient-portal) # What is the Patient Portal? ## How to utilise the Patient Portal to improve patient care and streamline practice workflows 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. Jump to: - [What can the Patient Portal do for your Practice?](https://help.abtrace.co/how-to-configure#what-can-the-patient-portal-do-for-your-practice) - [How patients access the portal](https://help.abtrace.co/how-to-configure#how-patients-access-the-portal) - [What the patient sees in the portal](https://help.abtrace.co/how-to-configure#what-the-patient-sees-in-the-portal) - [How do I configure the Patient Portal?](https://help.abtrace.co/how-to-configure#how-do-i-configure-the-patient-portal) - [Gather information via Questionnaire](https://help.abtrace.co/how-to-configure#Gather-information-via-questionnaire) - [Give instructions to complete a Task](https://help.abtrace.co/how-to-configure#give-instructions) - [Contact Page](https://help.abtrace.co/how-to-configure#contact-page) ### What can the Patient Portal 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. To learn more about how questionnaires work and how to configure them, [click here.](https://help.abtrace.co/questionnaires?hsLang=en) ### How patients access the portal **Patients can enter the Patient Portal via:** - QR code on a [Patient Portal poster](https://abtrace.co/patient-portal.pdf?utm_source=hs_email&utm_medium=email) in practice - A self-booking appointment link - A questionnaire link - The website directly [here](http://abtr.co) **💡 One portal, everything visible** Regardless of which link a patient uses to access the Patient Portal, they will see all of their outstanding tasks,  not just the task linked to the original invitation. For example, a patient who opens an appointment booking link can also choose to complete any outstanding questionnaires without needing a separate invitation. ### What the patient sees in the portal   ### How do I configure the Patient Portal? **Patient Tasks** When Patient Tasks are enabled, patients visiting the portal see a list of the tasks they're currently eligible to complete. These are either questionnaires or tasks that give instructions. A task only appears if the patient meets the criteria for a relevant clinical rule that's enabled for your organisation. For example, only patients with asthma can view the Asthma Control Test task, and only if you have a rule enabled requiring that group to complete an Asthma Control Test. **Configure Patient Tasks**  Abtrace admin users can: 1. Head over to the [User Management Portal](https://proactive-monitoring.abtrace-cloud.com/) 2. Select your organisation. 3. Go to **Settings**  1. In **Patient Portal settings,** you can enter the **NHS email address** where completed patient questionnaire responses should be sent. This could be a shared Organisation email address. *For guidance on adding an Organisation Email to Abtrace, [read this support article](https://help.abtrace.co/what-are-organisation-emails?hsLang=en#Setting-Up--an-Organisation-Email).* 2. You’ll also find the main **Patient Tasks** on/off switch, which allows you to enable or disable all patient tasks/questionnaires. 4. Go to **Patient Portal** to find the searchable library of every available task, each with its own on/off switch so you can choose which specific tasks patients can access. 5. Use each task's own toggle to control whether it appears in the Patient Portal. Turning a task **Off** stops patients from engaging with it altogether ![](https://help.abtrace.co/hs-fs/hubfs/image-png-Oct-25-2026-07-49-05-7984-PM.png?width=450&height=386&name=image-png-Oct-25-2026-07-49-05-7984-PM.png)   ### Gather information via Questionnaire For each enabled task, choose how the patient completes it: - **Gather information** via a pre-set questionnaire, (where available), or - **Give instructions** to help the patient complete the task. You can customise the message shown for each task status. If you select **Gather information**, eligible patients can complete a pre-set questionnaire through the Patient Portal, provided one is available for that task. Not all tasks have a linked questionnaire. For example, an ECG task can only use **Give instructions**, whereas an ACT task can be configured to either **Give instructions** or **Gather information**. To enable a questionnaire: 1. Select the relevant Patient Task. 2. Choose **Gather information**. 3. Make sure the relevant clinical rules are enabled for your organisation.  ![](https://help.abtrace.co/hubfs/Screenshot%202026-08-21%20174941.png)  📖 Read this [support article](https://help.abtrace.co/questionnaires?hsLang=en)to find out more about how questionnaires work. ### Give instructions to complete a Task If you select **Give instructions**, you can use the default wording or customise the message shown to patients based on the status of their task. To customise the instructions: 1. Select the relevant Patient Task. 2. Choose **Give instructions**. 3. Enter your preferred wording in the text box displayed beneath each task status. ![Screenshot 2026-08-21 182456](https://help.abtrace.co/hs-fs/hubfs/Screenshot%202026-08-21%20182456.png?width=670&height=672&name=Screenshot%202026-08-21%20182456.png) ⏳**Note:** Task configuration relies on overnight data processing, so any changes may take until the following day to appear in the Patient Portal.  ### Contact Page You can customise what contact information to make available on the Patient Portal. In the [User Management Portal](https://proactive-monitoring.abtrace-cloud.com/) - Select your organisation on the left. - Select the **Settings** page, then **Practice details**, where you will find settings 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 practice. You may preview how the information will display to a patient by clicking on the "Preview saved changes" link.   #### **🔒 Is It Secure?** Yes. The portal is fully compliant with NHS data protection standards and integrates seamlessly with the Abtrace Proactive Monitoring Tool. - [Getting started](https://help.abtrace.co/getting-started?hsLang=en#main-content) - [Account & Installation](https://help.abtrace.co/getting-started?hsLang=en#account-installation) - [EMIS Setup](https://help.abtrace.co/getting-started?hsLang=en#emis-setup) - [SystmOne Setup](https://help.abtrace.co/getting-started?hsLang=en#systmone-setup) - [Compliance](https://help.abtrace.co/getting-started?hsLang=en#compliance) - [User Management Portal](https://help.abtrace.co/user-management-portal?hsLang=en#main-content) - [Users & Practice Configuration](https://help.abtrace.co/user-management-portal?hsLang=en#users-practice-configuration) - [Practice-level emails & reports](https://help.abtrace.co/user-management-portal?hsLang=en#practice-level-emails-reports) - [Rules Management](https://help.abtrace.co/user-management-portal?hsLang=en#rules-management) - [Analytics](https://help.abtrace.co/user-management-portal?hsLang=en#analytics) - [Proactive Monitoring Tool](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#main-content) - [Patient View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#patient-view) - [Population View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#population-view) - [Optimisation View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#optimisation-view) - [Analytics View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#analytics-view) - [FAQs](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#faqs) - [Automated Recalls](https://help.abtrace.co/automated-recalls?hsLang=en#main-content) - [Recall Guides](https://help.abtrace.co/automated-recalls?hsLang=en#recall-guides) - [Clinical Programmes](https://help.abtrace.co/automated-recalls?hsLang=en#clinical-programmes) - [FAQs](https://help.abtrace.co/automated-recalls?hsLang=en#faqs) - [Patient Engagement](https://help.abtrace.co/patient-engagement?hsLang=en#main-content) - [Patient Portal](https://help.abtrace.co/patient-engagement?hsLang=en#patient-portal) - [Messaging](https://help.abtrace.co/patient-engagement?hsLang=en#messaging) - [Questionnaires](https://help.abtrace.co/patient-engagement?hsLang=en#questionnaires) - [Troubleshooting](https://help.abtrace.co/troubleshooting?hsLang=en#main-content) - [Account & log in](https://help.abtrace.co/troubleshooting?hsLang=en#account-log-in) - [Common Errors](https://help.abtrace.co/troubleshooting?hsLang=en#common-errors) - [SystmOne](https://help.abtrace.co/troubleshooting?hsLang=en#systmone) - [EMIS](https://help.abtrace.co/troubleshooting?hsLang=en#emis) - [Network & connectivity](https://help.abtrace.co/troubleshooting?hsLang=en#network-connectivity) - [Contact us](https://help.abtrace.co/contact-us?hsLang=en) [![abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png?width=130&height=63&name=abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png "abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM")](http://abtrace.co)