Patient Portal

The Patient Portal is everything your patients see. It runs at /portal and is where they book, message the clinic, read what you have shared with them, pay invoices and buy what you sell.

Patients sign in at /portal/login. A patient can belong to more than one clinic and switch between them from inside the portal.

What patients can do

Section	Route	What it is
Home	`/portal`	Next appointment, recent documents, recent invoices, recent journals, packages, insurance
Explore	`/portal/explore`	A directory of clinics on Zdrovia, with each clinic’s public profile
Messages	`/portal/messages`	Secure conversations with the clinic — see Messages
Visits	`/portal/visits`	Past and upcoming appointments
Book	`/portal/book`	Self-serve booking
Shop	`/portal/shop`	The clinic’s storefront, with a cart and checkout
Documents	`/portal/documents/:id`	A shared document, viewable and annotatable
Instructions	`/portal/instructions/:id`	A patient instruction
Journals	`/portal/journals/:id`	A chart you marked patient-visible

Booking

Patients book at /portal/book, or directly into your clinic at /portal/book/:slug.

The flow is:

Find the clinic  →  Choose a service  →  Pick a time  →  Confirm details  →  Pay (if a deposit is required)

Services are offered grouped by service line, so a patient sees the steps of a pathway together rather than as a flat list
Timeslots come from your rooms, staff and working hours
Deposits — if the service requires one, checkout runs before the booking is confirmed. See Payments
Forms attached to the service are presented as part of booking, so intake is done before the patient arrives
Cancellation and reschedule are self-serve, within the window your booking rules allow

Patients can reschedule or cancel from the portal. Your service’s cancellation window and fee are enforced there.

The public clinic profile

Each clinic has a public page at /portal/organization/:slug, built from what you set under Org Profile in the dashboard. It is what a patient finds through Explore and what your booking link points at.

Configure it from Org Profile (/dashboard/org-profile): name, description, address, hours, images and the services you want visible.

What patients can see of their record

The portal is not a copy of the chart. A patient sees only what you deliberately share:

Item	Shared how
Charts / journals	Only when the chart’s Patient Visible toggle is on
Documents	Files you share to the patient’s record
Instructions	Pre and post instructions attached to their services
Invoices	All of their own invoices
Packages	Sessions remaining on any package they hold
Insurance	Policies on file, which they can add to — see Insurance
Forms	Forms assigned to them, fillable in the portal

Internal notes, unshared charts and staff-only files are never exposed.

Records requests

Patients can request a copy of their records from the portal. The request lands with the clinic to fulfil.

Not every form needs an account. Zdrovia has three no-login routes, all of which use a short-lived access code rather than a session:

Route	Use it for
`/fill`	A queue of forms handed to a patient on a clinic device
`/kiosk`	A waiting-room device — the patient enters their code, fills forms, and can check out
`/form-handoff`	Handing a form from a clinic screen to the patient’s own phone

See Forms for building and assigning the forms these surfaces present.

Reviews

After a visit, a patient can leave a rating and a comment. These land on the Reviews page in the dashboard.

Tips

Fill in Org Profile before you share a booking link — it is the page patients land on, and an empty one converts badly.
Turn on Patient Visible for the charts you want a patient to have (care summaries, treatment plans) and leave it off for everything else. It is per chart, not per patient.
Require a deposit on the services that get no-showed. The booking is not confirmed until it is paid.
Use kiosk mode on a waiting-room tablet rather than emailing intake forms — completion rates are not comparable.