Patient portal
Before you book
Section titled “Before you book”- You need a signed-in patient account and a completed patient profile when the product asks for one.
- Membership booking needs an active membership. If that path is blocked, open Account and membership first.
- Private-service booking does not require a paid plan. Use that path for services outside the membership entitlement.
- Your organization or plan may limit which services and sites you can book.
Everyday tasks
Section titled “Everyday tasks”- Book an appointment
- Review, reschedule, or cancel
- Check membership and benefits
- Sign informed consent on a phone when the clinic shows a QR during care
Out of scope here
Section titled “Out of scope here”This help does not document laboratory results, medication purchase, or messaging as general features. Use the labels in your own account for those screens when they appear.