Patient
Sees only their own intakes.
- Pages
- Home, My intakes, My insurance documents, Appointments, Statements, Care team
- Can start
- New intake, Upload a document
- Doesn’t see
- Medical history
My intakes
Online patient intake forms & portal
A patient intake portal is where patients fill out their intake forms and upload insurance documents before a visit, the front desk sees each intake arrive, and clinicians read a medical history that only they can see.
Pattern: TrackingDescribe it to Pory
“Our family clinic wants new patients to fill out intake forms and upload their insurance card before the appointment, with medical history visible to clinicians only.”
Viewing as
In plain English
How Pory sets it up
Pory gives every patient, front desk and clinician a sign-in of their own. Each patient sees only their own intakes. It covers forms, insurance and history. Intakes, insurance documents, appointments, statements, from the clinic, care team and medical history live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
Patients fill out their intake at home, not on a waiting-room clipboard
New patients used to arrive fifteen minutes early to squint at a clipboard, and the front desk retyped it all afterward. Here a patient signs in before the appointment, fills in the reason for the visit, the visit type, their coverage and an emergency contact, then sees whether the clinic has received it. Nobody deciphers handwriting at 8am.
Forms to submit a recordDone by: Patient
Insurance cards arrive as uploads before the patient does
Insurance cards get photocopied at the desk, or emailed to a shared inbox as a blurry phone photo. The front desk lists what it needs with a date, and the patient uploads the front and back of their card, a referral letter or photo ID to that row. Nobody has to ask "can I grab your card again?" at every visit.
File attachmentsDone by: Patient
Medical history stays with clinicians, not the whole front office
A paper intake passes through every hand at reception, allergies and past surgeries included. Here the history a patient gives lives on its own table that clinicians can read and the front desk can't, so reception sees the appointment and the coverage and nothing more. Receptionists stop being handed details they never needed.
Who sees which recordsDone by: Clinician
Who sees what in a patient intake portal
Every person signs in to their own view. This is what each role in the demo gets.
Front desk
Sees every intake in the portal.
- Pages
- Home, Intakes, Appointments, Insurance documents, Statements
- Can start
- Ask for a document
- Doesn’t see
- Medical history
Clinician
Sees every intake in the portal.
- Pages
- Home, Medical history, Appointments, Shared with patients
- Can start
- Share a file
What’s in the patient intake portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Intakes
- Reason for visit (text)
- Appointment (date)
- Visit type (choice: New patient, Sick visit, Follow-up, Annual physical)
- Coverage (choice: Private insurance, Medicare, Medicaid, Self-pay)
- Emergency contact (text)
- Patient (link)
- Seeing (link)
- Status (choice: Sent, In progress, Submitted, Complete)
- Anything else we should know (long text)
Insurance documents
- Document (text)
- Type (choice: Insurance card, Photo ID, Referral letter, Prior records)
- Needed by (date)
- File (file)
- Patient (link)
- Status (choice: Requested, Uploaded, Checked)
Appointments
- Appointment (text)
- Date (date)
- Time (text)
- Type (choice: In person, Video, Lab, Vaccination)
- Patient (link)
- With (link)
- Status (choice: Booked, Confirmed, Seen, Canceled)
Statements
- Statement (text)
- For (text)
- Issued (date)
- Due (date)
- You owe ($) (number)
- Patient (link)
- Status (choice: Issued, Paid, Overdue)
From the clinic
- Title (text)
- Kind (choice: Visit summary, Results letter, Care instructions, Clinic letter)
- Shared on (date)
- File (file)
- Patient (link)
Care team
- Name (text)
- Role (text)
- Direct line (text)
Medical history
- Item (text)
- Kind (choice: Condition, Allergy, Medication, Surgery)
- Patient (link)
- Since (text)
- Details (long text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
2 partsForms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
File attachments
Upload and view files on the record they belong to, not in a folder named FINAL v2.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
A patient signs in with a link sent to their email and lands on Home. They see Home, My intakes, My insurance documents, Appointments, Statements and Care team, and only the intakes that are theirs. From there they can use “New intake” and “Upload a document”.
Only clinicians. It's hidden from patients and front desks: it doesn't appear on their pages or in the records they open.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
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All health portalsTherapy & counseling portalSessions, notes, homeworkPhysical therapy portalExercise plans & progress logsDental treatment plans portalProposed → accepted → doneVeterinary clinic portalPet records & visit historyNutrition & health coaching portalMeal logs & check-insHome-care agency portalCaregiver visits & care plansReferral management portalRefer → accept → seen → report backPrior authorization requests portalSubmit → payer review → approve/deny
Build your patient intake portal with Pory
Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited patients.