Platform/Practice/Patients
Practice · Module 04

Your front office, on one screen

A 14-section digital intake patients finish before they arrive, a calendar your whole office shares, and a portal where patients onboard, book their own visits, and pick up the records you release. One record, one login.

Pricing
01 · Digital intake

14 sections that patients finish

Send patients a link and they complete intake before they arrive: demographics, insurance, history, medications, allergies, and consents. Drafts autosave section by section so they can stop and pick up later, required sections are enforced before they submit, and everything writes straight into the chart.

  • Demographics, contact, emergency contacts, and guarantor
  • Insurance with card photo capture and OCR
  • Medical, medication, allergy, family, social, and immunization history
  • Consents with on-screen e-signature, plus pharmacy and care team
  • Autosave and resume; required sections checked at submit
Patient portal intake wizard with all fourteen sections and the demographics section open
02 · Scheduling

A calendar the whole office shares

One calendar for the front desk and providers. Build appointment types with their own length and buffers, set each provider's availability with date-specific overrides, and block out admin time. Patients book themselves or staff books for them, in person or by telehealth.

  • Calendar with multi-provider columns
  • Appointment types with custom duration and before/after buffers
  • Per-provider availability, date overrides, and block-out time
  • Check-in to checkout workflow, with no-show and reschedule tracking
  • Automated reminders at 48, 24, and 2 hours
Scheduling calendar day view with a Today's Visits side panel listing the day's appointments by patient
03 · Patient portal

The portal patients actually log into

One link, one login. Patients activate a portal account, complete their intake, book their own appointments against real provider availability, and pick up the visit records you release to them. Telehealth visits open from the same place.

  • Patient onboarding and 14-section intake
  • Self-scheduling from live provider availability
  • Access to the visit summaries and records you release
  • One-tap join for telehealth visits
Whadata patient portal

One front desk, no swivel chair

Intake, scheduling, and the patient portal: one product, one record.

See pricing