Patient Portal Template Bundle

Give patients a secure, HIPAA-compliant portal for registration, insurance, and consent forms—no paperwork required.

Built for hospitals, outpatient clinics, and private practices, this bundle uses Guest Access to create a HIPAA-compliant portal for patients. After completing the New Patient Registration, each patient automatically gains access to a private portal that they can revisit anytime. From there, they can update demographic details, verify insurance, request appointments, review policies, sign consent forms, and authorize records releases—while your team stays organized with automated tasks, status tracking, and PDF documentation.

With this bundle, you can:

• Eliminate duplicate data entry by autofilling patient details into connected forms, keeping charts consistent and reducing manual work.
• Collect e-signatures and uploads in seconds as patients sign consent forms / HIPAA acknowledgments and attach IDs or insurance cards—all in one place.
• Stay compliant without extra software by enabling HIPAA compliance and protecting patient data with built-in encryption at rest and in transit.
• Guide staff with real-time Workflow tasks triggered by status changes that send confirmation emails, assign tasks, and generate PDFs automatically.
• Centralize data and make teamwork easy by allowing staff and clinical teams to view and manage entries, all in one platform.

Workflow details

• Guest Access + Workflow links send each patient a portal link that they can access anytime.
• Entry sharing routes submissions to the right team for approvals or follow-ups.
• Automatic email notifications confirm appointment requests, insurance verification, and signed consents.
• Document generation creates PDF copies of signed HIPAA and consent forms that can then be uploaded to your EMR.

What’s included?

• Patient Registration – Collect patient demographics, contact info, emergency contacts, and insurance details as part of a new patient intake.
• Appointment Request – Allow patients to request an appointment by selecting preferred providers, times, and visit types.
• Insurance Verification – Collect insurance provider details, policy numbers, and uploads of ID cards for coverage verification.
• HIPAA Acknowledgement – Capture patient acknowledgment of HIPAA privacy policies with a digital signature.
• Medical Consent Form – Allow patients to sign off on general medical treatment or procedures with optional notes and digital consent.
• Medical Release Form (HIPAA) – Authorize the release of medical records to designated individuals or organizations, with optional expiration and delivery method.