Getting Started With Patient Portal

Engage patients efficiently with secure messaging, self-registration, online scheduling, and payments.

About Patient Portal

With ClinicTracker's Patient Portal, you can provide your patients with 24/7 access to schedules and account information. To help your clinic make the most of your portal, we offer several configurations and integrations. 

Best Practice: Save time and money with these Patient Portal features.
  • New Patient Registration

  • Online Scheduling

  • Online Forms

  • Secure Messaging

  • Agency Branding

Best Practice: Make more of your client experience by adding these integrations to your Patient Portal.

Adding Patient Portal

To add a Patient Portal or request a demonstration, please use the blue Support Tab. Be sure to ask about the configurations and integrations you are interested in.


  • Save time and money

  • Engage with your clients on their terms

  • Lower your no-show rate

  • Receive payments more quickly

  • Spend fewer hours on the phone

  • Avoid data entry errors

Next Steps: In response to your request, our team will ask you to complete the portal registration form. You will be asked to provide your clinic logo, contact details, and the messaging you would like to display on your portal. You can also indicate if you would like to provide patients with access to Messaging, Forms, and Scheduling.

Note on Organizational Servers: Your IT will need to configure your firewall to allow TCP and UDP traffic from only our web server’s IP address ( on the same port that you have SQL Server listening on. ClinicTracker support staff will be available to assist in this process. (This does not apply to organizations using our Hosting Service.)

Setting Up Your Patient Portal

Go to Admin Config > Options > press F2 and search for Patient Portal. 

You have some options that you can leverage to customize your Portal experience:

  • Disable Patient Portal Account 
  • Require Two Factor Authentication on the Portal
  • Show Diagnosis Details in the Portal
More About on Patient Portal

Using Patient Portal for Patients