Your front desk answers the same three questions all day: what do I bring, did my form go through, what happens after my visit? For a clinic owner, that is staff time burned on repetition. This clinic patient portal gives every patient one secure link for visit prep, intake forms, and follow-up instructions — so your team answers once, the portal answers forever, and the phone stops ringing for routine questions. Clone the Quick Apps Onboarding app from Taskade Genesis and onboard your next patient cleanly.
The live app above is the real portal. Click "Use this app" to own a running copy backed by connected projects, an embedded AI agent, and automations ready to run.
What's Included
- Secure patient link: Each patient logs into their own portal and sees only their prep, forms, and follow-up — never another patient's record.
- Intake forms in one place: Patients complete intake before they arrive, and every answer links to their record through connected projects so the front desk has full context.
- Visit prep checklist: What to bring, where to park, how to prepare — laid out step by step so the call never happens.
- AI Agent: Ask "which patients still owe intake forms?" or "who is scheduled this week without prep done?" and the custom agent answers from live data and drafts the reminder.
- Automation: Missing-form reminders and follow-up instructions send themselves at the right moment — no front-desk chasing.
How To Use
- Clone this app into your workspace — live in about 10 seconds, no code.
- Add your visit types and link each patient to their record with connected projects.
- Turn on intake and follow-up reminders in Automations so nothing falls through.
- Set permissions so each patient sees only their own portal.
- Send the secure link — and give your front desk back the hours they spend repeating answers.
Pair this with the Coaching Program Client Portal for ongoing care plans, or explore live builds in the Community Gallery.
