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How to Use the Patient Portal in DigitalPatientChart

Last updated Jun 26, 2026

What the Patient Portal helps your practice do

The Patient Portal gives patients 24/7 access to key parts of their health information through a secure online experience. Staff can use it to support better communication while giving patients more control over routine tasks.

This capability was added at the request of the practices we serve, with a focus on convenience for patients and time savings for clinic staff.

  • Share medical records, lab results, and treatment information
  • Let patients request, reschedule, or cancel appointments online
  • Support secure messaging between patients and the care team
  • Send reminders and alerts for appointments and other updates

What patients can access

Once the portal is available to a patient, they can log in anytime to review the information your practice has chosen to share. That means fewer routine phone calls and faster access to common requests.

  • Medical records: Patients can review visit information, health data, and care details
  • Test results: Lab results and other posted updates can be viewed online
  • Treatment plans: Patients can look back at care instructions and follow-up information
  • Appointment history: Past and upcoming visits are easy to review in one place

How the portal supports daily front-desk work

The portal is designed to take common administrative tasks out of the phone queue and place them in a secure self-service workflow. For busy practices, that can make the day run smoother.

  • Patients can manage appointments without calling the practice
  • Staff can direct patients to one central location for records and updates
  • Secure messaging keeps non-urgent communication organized
  • Automated reminders help patients stay on schedule

How to use the Patient Portal with patients

Staff can introduce the portal during scheduling, check-in, or follow-up conversations. A short explanation usually goes a long way.

  • Let patients know they can access records, results, and appointments online
  • Encourage them to use portal messaging for secure routine communication
  • Remind them that appointment updates can be handled through the portal
  • Point out that reminders and alerts help them keep track of care

For many practices, the best approach is to mention the portal at every key touchpoint. Simple and consistent.

Why practices asked for this feature

Practices wanted an easier way to give patients on-demand access to information without adding more manual work for staff. The Patient Portal meets that need by combining transparency, convenience, and secure communication in one place.

If your team wants a more efficient way to support appointment management and patient engagement, the Patient Portal is built to do exactly that.

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