Patient portal · Professional plan and up

Let patients handle it themselves.

A secure, self-service portal for every patient: book, reschedule or cancel appointments, view and download invoices, and manage their own account security — no password to create, no app to download.

app.snagmd.com/portal/••••••••
Secure patient link

Hi Sarah

Upcoming appointments

Thu, 18 Sep · 09:30

Follow-up with Dr. Patel

Rosebank Practice

Tue, 14 Oct · 14:00

Review with Dr. Patel

Rosebank Practice

Outstanding items

Consent document

Patient onboarding · Awaiting signature

Manage bookings, invoices and account security anytime.

What the link shows

A real self-service portal, not a read-only page.

No password, ever

A one-time code by email signs the patient in. Nothing to sign up for, nothing to reset, nothing to support.

Book, reschedule or cancel

Patients pick a practitioner and slot themselves, or join the waitlist when nothing's open — no phone call needed.

Invoices and outstanding items

View and download invoices and statements, and see exactly what's still due from an active care pack.

Patient-controlled security

Patients can sign out of every device at once, review their own access log, and submit a data-erasure request.

Always current

The same record your team sees. Patients can act on their part of it.

The portal reads and writes the same appointment, billing and care pack data as your practice workspace — a booking a patient makes shows up on your diary immediately, no sync delay, nothing to resend.

  • No password for patients — one-time email code
  • Self-service booking, reschedule, cancel and waitlist
  • Invoice and statement downloads
  • Sign out of all devices, view access log, request erasure
app.snagmd.com/portal/••••••••
Secure patient link

Hi James

Upcoming appointments

No upcoming appointments.

Outstanding items

Nothing outstanding right now.

Manage bookings, invoices and account security anytime.

Where it fits

One less thing for reception to manage.

For patients

Open one secure link to see what's booked and what's still outstanding — no app, no password to remember.

For reception & admin

Fewer inbound calls for bookings, reschedules and “what do I still owe” — patients self-serve instead.

For the practice

One place patients trust for their own information, without adding another login for your team to support.

Simple to turn on

From patient record to shared link.

01

Enable

Turn on the patient portal for your practice.

02

Copy the link

Generate a secure portal link from the patient's record.

03

Patient checks in

They open the link anytime to see appointments and outstanding items.

04

Patients self-serve

They book, reschedule, cancel or pay whenever suits them — reception only steps in when something needs a human.

Common questions

Before you share your first link.

Do patients need to create an account?

No. Patients sign in with a one-time code sent to their email — nothing to sign up for and no password to remember.

What can patients see and do?

Book, reschedule or cancel appointments (or join the waitlist), view and download invoices and statements, and manage outstanding care pack items tied to their record.

Can patients make changes through the portal?

Yes — appointments and billing downloads are self-service. Clinical notes and treatment decisions stay with the practice; the portal never touches those.

Which plans include the patient portal?

The Professional plan and up. See the plan comparison on our pricing page.

How do I share the link?

Copy the secure patient portal link from the patient's record in your dashboard and send it however you'd normally reach them.

Give your patients one place to check.

Start a free trial and share your first secure patient link today.