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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The patient portal home is accessible at /portal/dashboard. This route is a nested child of /portal in src/routes/pm.tsx and renders PortalDashboardPage.

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Overview

The Portal Home page displays a personalized welcome using the current user’s name from useCurrentUser(). A PortalIntakePacket widget is shown when usePortalPacketAssignmentList() returns an active assignment with status pending or in_progress. Below that, six quick-link cards navigate to portal sub-sections: Appointments (/portal/appointments), Health Records (/portal/clinical), Forms (/portal/forms), Billing (/portal/billing), Messages (/portal/messages), and My Info (/portal/demographics). The page resolves the patient ID via usePortalPatientId().

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Who it’s for

No explicit permission gate on this route. Access is controlled by portal authentication context.

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Before you start

  • You must be registered and signed in to the patient portal.

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Steps

  1. Sign in to the patient portal. You will be redirected to /portal/dashboard.
  2. If you have a pending intake packet, complete it using the intake packet widget.
  3. Use the quick-link cards to navigate to portal features.

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Key concepts

Intake packet — A pre-admission data collection assignment. When a pending or in-progress packet is found, it is surfaced prominently on the dashboard to prompt completion. Quick links — Navigation cards for the six main portal areas: Appointments, Health Records, Forms, Billing, Messages, and My Info.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/portal/PortalDashboardPage.tsx
  • src/platform/portal/usePortalPatientId.ts