My intakes
Patient intake portal
A patient intake portal is where patients fill in 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 in intake forms and upload their insurance card before the appointment, with medical history visible to clinicians only.”
Viewing as
In plain English
What is a patient intake portal?
A patient intake portal is where patients fill in 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. It follows the Tracking pattern: a person's or asset's history, built up over time. Pory generates it from a plain-English description, with a login for each role (patient, front desk and clinician) that shows only what that role should see, and flat pricing with unlimited patients.
What it does
Patients fill in 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 afterwards. Here a patient signs in before the appointment, fills in the reason for the visit, 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. Patients upload the front and back of their card, a referral letter or photo ID to their own documents list, and the front desk opens the file there. 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
The parts every portal is built from
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Forms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Public pages
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
Self sign-up
People create their own account and land in the role you chose for them.
File attachments
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Approve / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Assign to a person
Name who a record is for and it lands on their list, and nobody else's.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Tables
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
People directory
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Calendar
Records on a month or week view, by date.
Gallery & image grid
Records as cards or photos.
Detail view with related items
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Notices & info pages
Check-in details, benefits, updates — a page for a role to read.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
Who sees which records
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
No-Password Doors
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colours, your logo. Members see you.
Frequently asked questions
More health portals
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
Your patient intake portal, live today.
Describe it in a sentence and send the invite. Unlimited patients, flat price.