The Patient Portal is a HIPAA-compliant patient portal and practice-management platform built for cash-pay, concierge, and membership-based practices. It handles the busywork — memberships, billing, reminders, receipts, superbills, and records — under your own brand, so you can focus on patients.
$199/moEverything below, under your own brand.
Run your practice your way
- →Your brand, your front door: your logo, colors, and web address — patients see your practice, not someone else's software.
- →Built for cash-pay and concierge care: memberships, packages, and one-off services are first-class, not bolted onto insurance billing.
- →One dashboard for your whole team, with the right level of access for each staff member.
Memberships & recurring revenue
- →Monthly, annual, or one-time membership plans — and price the same plan more than one way (pay monthly, or pay yearly and save).
- →Add-ons you can mark recommended or required, so patients build the plan that fits.
- →Visit packs: sell pre-paid bundles with optional expiration, and the system tracks visits as they're used.
- →À la carte offerings — supplements, lab tests, IV therapy, single visits — with optional inventory and low-stock alerts.
- →Automatic renewal reminders on a schedule you choose, with no double emails or manual chasing.
Getting paid, without the friction
- →Smooth checkout for memberships, packages, and individual items.
- →Clear payment records — paid, pending, failed, or refunded at a glance.
- →Failed-payment recovery: declined cards prompt the patient to update and flag your dashboard.
- →Easy refunds with automatic patient notification, on-demand receipts, and a year-end summary.
- →Sales tax handled where it applies, plus spreadsheet export for your bookkeeper.
Superbills for patient reimbursement
- →Generate professional superbills so patients can seek insurance reimbursement — without you taking insurance.
- →Built-in diagnosis and procedure codes, plus your own custom items.
- →One-click PDFs patients find right in their portal.
- →Track status from draft to finalized to paid.
A portal patients actually like
- →One tidy place for their membership, billing history, receipts, superbills, and documents.
- →Self-service account management — contact details, payment method, and insurance info, including a photo of their insurance card.
- →Buy à la carte items directly from the portal.
- →Works on any device and is built to meet modern accessibility standards.
Patient records & day-to-day work
- →Complete patient profiles with contact info, insurance, and history.
- →Family accounts: link dependents to a single billing contact.
- →Private staff notes that stay internal and are never shown to patients.
- →A full communication trail of every email a patient was sent, and one-click import of your existing patient list.
Enrollment pages & branded communications
- →Build your own membership sign-up pages with your headline, highlights, and featured plans.
- →Run more than one — a general page and a campaign page, for example.
- →Patients enroll themselves and their portal account is created automatically.
- →Polished automatic emails for invitations, receipts, refunds, and renewals — customized to sound like you.
Insight into your business
- →Monthly and annual recurring revenue at a glance.
- →Active members, recent sign-ups, cancellations, and churn.
- →Which plans are most popular, and sign-up trends over time.
Security & trust
- →HIPAA-compliant, with the protections patients expect for their health information.
- →Two-factor authentication for staff and patients, which you can require for your whole team.
- →A complete activity log of who did what — nothing happens in the dark.
- →Connects to the payment, e-signature, and accounting tools you already use, without sharing patient health details with your bookkeeping software.
Common Questions
What is the Patient Portal?
The Patient Portal is a HIPAA-compliant patient portal and practice-management platform built for cash-pay, concierge, and membership-based practices. It handles memberships and recurring revenue, online payments, superbills, patient records, and a self-service portal — all under your own brand.
Is the patient portal HIPAA-compliant?
Yes. It's HIPAA-compliant, with two-factor authentication for staff and patients, a complete activity log of who did what, and integrations designed so patient health details are never shared with your bookkeeping or accounting tools.
Does it work for cash-pay or concierge practices?
That's exactly who it's built for. Memberships, visit packs, and à la carte services are first-class features rather than add-ons to an insurance billing system, so practices running outside the insurance model get tools designed for how they actually operate.
Can I sell memberships, packages, and individual items?
Yes. Offer monthly, annual, or one-time membership plans (priced more than one way if you like), pre-paid visit packs, add-ons, and à la carte items like supplements, lab tests, and IV therapy — with optional inventory tracking and automatic renewal reminders.
Can patients get superbills to submit to their insurance?
Yes. You can generate professional superbills with built-in diagnosis and procedure codes, deliver them as one-click PDFs in the patient's portal, and track each one from draft to finalized to paid — so patients can seek reimbursement without you taking insurance.
Can patients pay and manage their own accounts online?
Yes. Patients sign in to see their membership, billing history, receipts, superbills, and documents, update their contact and payment details, photograph their insurance card, and buy à la carte items — on any device.
Can I import my existing patients?
Yes. You can import your existing patient list from a spreadsheet to get started quickly, and link family members to a single billing contact.
How much does the patient portal cost?
The Patient Portal is $199/month. That includes the patient-facing portal, memberships and billing, superbills, patient records, and your practice dashboard — all under your own brand.