Book without calling
Any hour, any device, with one-tap "next available" suggestions.
Front office
Give patients a secure, self-service front door to your practice.
Booking, paperwork, messages, results and balances: handled by the patient, in any browser, at any hour. Whatever they do lands in the same chart your PT team is already working in.
Included in both plans · nothing for patients to install
Booked at 9:40pm
The paperwork is done before anyone reaches the parking lot.
- The patient books themselvesAny hour, any device, with next-available suggestions, their preferred provider and location.
- Forms go out automaticallyBooking triggers the intake and consent forms this visit type requires. No one sends them by hand.
- They complete them at homeHealth history filled in, consents reviewed and signed electronically, on a phone, days early.
- Check-in is already finishedEverything lands in the chart before arrival, so the visit starts with treatment instead of a clipboard.
What it means for your team
Self-service takes work off four different desks.
Everything a patient handles themselves is something your clinicians, billers and front desk no longer relay by phone.
Clinician
Patients arrive informed, and questions arrive in writing.
- No more phone tagPatients message the care team securely, with attachments, instead of leaving voicemails that get relayed twice.
- They've read their own chartHistory, documents and results are theirs to review before the visit, so you're not re-explaining last month.
- Less re-collectingIntake and consents are already signed and in the chart when the patient walks in.
Delivered bySecure messagingDigital intake & consentResults & record access
What patients can do
Everything they'd otherwise call you about.
One portal, included in both plans: no patient app to download, no per-patient fee.
Reschedule and cancel
Self-service inside the notice windows your clinic decides.
Front office
Join the waitlist
ASAP or a date range, mornings or afternoons, preferred provider.
Front office
Accept offers themselves
A matching slot opens; they accept or decline right in the portal.
Owner
Text and email reminders
Automatic before every visit, with confirm and cancel built in.
Front office
Secure messaging
Encrypted, audit-logged threads with the care team, attachments included.
Clinician
Intake and consent early
Sent automatically at booking, reviewed and e-signed before arrival.
Clinician
Personal dashboard
Upcoming visits, pending forms, check-in and check-out, and outstanding tasks in one view.
Patients
Results and full record
Latest results, plus a complete record download in a standard format.
Clinician
Balance, itemized and payable
Billed, insurance paid, adjustments, amount due. Then pay online.
Billing
Private by default
Their record is theirs, and it never leaves your control.
Messaging, documents and results run inside the same encrypted system your team uses, covered by the BAA Orion signs with every practice. Patients can download their complete record whenever they want, in a standard format: no records request, no fax, no third-party portal in the middle.
Data ownership guaranteedYours and your patients', in writing
Explore the platform → How access works
Secure messaging & attachmentsEncrypted & audit-logged
Complete record downloadStandard format
Patient contact preferencesPatient-controlled
Patient app to installNone
Questions, answered
Patient portal FAQ
Do patients have to download an app?
No. The portal runs in any browser on any device, so there is nothing to install, update or support, and no app-store step between a patient and their first booking. Patients who want alerts on their phone can turn on push notifications without installing anything.
Can patients cancel or reschedule any time?
As flexibly as your clinic wants. Cancellation and reschedule cutoffs are a per-clinic setting: set a 24-hour window and the portal enforces it, or set none and patients manage their own schedule without restriction. Either way the change lands on your live schedule immediately, and the released slot goes to your waitlist.
How do intake and consent forms get to the patient?
Automatically, when the appointment is booked. Orion sends the forms that visit type requires, the patient completes and e-signs them from their phone, and the answers land in the chart before arrival. Nothing is scanned, re-keyed or handed over on a clipboard.
Can patients see and pay their balance?
Yes. The portal shows an itemized balance (what was billed, what insurance paid, what was adjusted and what is actually due), and patients can pay it online from their phone at any hour. Front desk, kiosk and staff-sent payment links remain available for anyone who prefers them.
How does secure messaging protect patient information?
Messages and attachments stay inside Orion rather than travelling by email or personal text, and every thread is part of the patient's record. Patients also choose how the clinic contacts them, so notifications go where they'll actually be seen.
How do patients get a copy of their records?
They download it themselves, in a standard format, whenever they want: no records request, no fax, no staff time. That satisfies the access expectations patients have now, and it takes the most tedious request in the clinic off your front desk entirely.
Is the portal an extra charge?
No. The patient portal is included in both plans, with no per-patient or per-location fee.
Book a live demo
See the patient side and your side, together.
Watch it live: a patient books at 9pm, forms arrive, a message comes in, a balance gets paid, and you watch all four land in the chart.
- Bring your own intake packet and we'll show it sent automatically
- Portal, messaging, forms and payments in both plans
- Runs alongside your current EHR until you switch