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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 is a self-service area where patients access their appointments, health records, forms, billing, and messages. The route /pm/portal redirects to /portal/dashboard. Portal sub-routes are under /portal/*.

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Overview

The /pm/portal route is a Navigate redirect to /portal (and subsequently /portal/dashboard). The portal shell is rendered by PortalLayout, which redirects unauthenticated users to /portal/login. Navigation items available in the shell (from code) are:
  • Home (/portal/dashboard)
  • Appointments (/portal/appointments)
  • Health Records (/portal/clinical)
  • Forms (/portal/forms)
  • Billing (/portal/billing)
  • Messages (/portal/messages)
  • My Info (/portal/demographics)
  • Security (/portal/security)
Portal clinical sub-pages (/portal/clinical/screenings, /portal/clinical/checkin, /portal/clinical/treatment-plan, /portal/consents) are rendered by CL-owned components.

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Who it’s for

No explicit permission gate on this route (redirect). The portal shell (PortalLayout) redirects unauthenticated portal users to /portal/login. Staff-facing portal administration requires pm.portal.manage (PM_PERMISSIONS.PORTAL_MANAGE).

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Before you start

  • Portal users must register at /portal/register and authenticate at /portal/login before accessing the portal.
  • Portal features may be organization-configured; not all navigation items may be active for every tenant.

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Steps

1

Access the portal

Navigate to /portal/login to sign in, or /portal/register to create a portal account.
2

Review the dashboard

After authentication, the portal lands at /portal/dashboard showing a summary of upcoming appointments and recent activity.
3

Navigate to a section

Use the bottom navigation bar (mobile) or sidebar (desktop) to access Appointments, Health Records, Forms, Billing, or Messages.
4

Complete a pre-admission packet (if prompted)

If a pre-admission packet is assigned, it is accessible at /portal/pre-admission/:packetId via PortalPreAdmissionWizardPage.
5

Manage security settings

Access /portal/security to manage MFA and portal security settings via PortalMfaPage.

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Key concepts

  • Portal layout — PortalLayout enforces portal authentication, redirecting unauthenticated users to /portal/login.
  • CL-owned clinical pages — screenings, check-in, treatment plan, and consents pages are owned by the CL core but rendered within the portal layout.

Practice Management

Practice Management core 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/PortalLayout.tsx
  • src/cores/pm/pages/portal/PortalDashboardPage.tsx
  • src/cores/pm/pages/portal/PortalLoginPage.tsx