What moves forward.
The patient receives a narrow document-access path.
Selected-document patient portal
Patients may need access to specific documents without gaining a general chart or staff session.
THE OPERATING FLOW
What your team does.
- A permitted staff member selects documents and issues a bounded invitation.
- The patient exchanges the invitation with the required verification.
- Read only the selected documents within a revocable session.
When something changes.
Revocation or expiry closes the invitation/session path.
CONTROL POINT
Use named responsibility, dated evidence and explicit review.
YOUR IMPLEMENTATION
This optional module requires separate activation and acceptance. Protected estimate, signature and payment links are distinct workflows.
Your operation. Your scope.See what changes
See what changes
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Selected modalities · agreed AI allowance
BAA and setup before patient data