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A patient becomes a portal user only when you tick the box — separate from adding their chart — and the first time they log in they fill in the medical history that used to land on a clipboard. We pulled the two ideas apart because most clinics chart far more patients than they ever invite to the portal, and the old “everyone is a portal user” model meant your seat counter grew every time you added a walk-in.

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What’s new

  • A Provide portal access checkbox on the patient form. Off by default. Tick it when you want this patient to be able to sign in at id.odontox.io.
  • Records and seats are separate. Adding a chart is unlimited and free at every paid tier. Seats consume only when the checkbox is ticked.
  • Medical history on first login. Patients invited to the portal must complete their medical history before they reach the dashboard. The form covers blood type, smoking, alcohol, allergies, medications, past conditions, oral habits, family history and notes — all the fields that used to land on a paper clipboard at intake.
  • Confirm and Cancel links work without login. Patients with portal access still don’t need to log in to confirm or cancel an appointment from the reminder email. The link records the response and notifies reception instantly.

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How to use it

1

Open a patient record

Or click Add patient to create a new one.
2

Fill in the basics

Name, phone and the basics. Date of birth is optional.
3

Decide on portal access

Tick Provide portal access if yes; leave it unticked if not.
4

Save the record

If the box is ticked, the patient receives an invitation email at the address on the record.
5

Patient completes medical history

The first time the patient signs in, they will be asked to fill in their medical history. Once that is saved, they land on their portal dashboard.

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What changed since the last revision

  • Adding a patient no longer automatically consumes a portal seat. Only the checkbox does.
  • The medical history form has moved from a paper-style intake form to a structured two-tab form (Patient Info, Medical History) — staff can capture it at registration, or the patient can fill it in themselves on first portal login.
  • Patient invoice and appointment confirmation links now work without a login.

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Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.