Patient Portal Template Bundle

Give your patients a secure, HIPAA-ready portal for patient registration, insurance uploads, consent signatures, and appointment requests.

Designed for hospitals, outpatient clinics, specialty practices, and private practices, our Patient Portal template bundle leverages Guest Access to create a private, user-friendly portal for every patient.

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.

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.

After submitting the New Patient Registration, patients gain automatic access to a personal portal for updating personal information, verifying insurance, requesting appointments, reviewing policies, signing consent forms, and authorizing records releases. Your team benefits from accurate information, as well as automated task workflows, status updates, and PDF documentation.

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.