The chart pull, replaced.
The phone sheet, automated.
Portal is the secure digital lobby where independent ODs, group practices, and co-management teams run their entire patient workflow — from one browser tab.
INTEGRATES WITH YOUR EXISTING STACK
- VSP Vision Care
- EyeMed
- Davis Vision
- Spectera
- Topcon
- Zeiss
- Marco
- Welch Allyn
- Natus Medical
- Essilor
- Transitions Optical
- CooperVision
- VSP Vision Care
- EyeMed
- Davis Vision
- Spectera
- Topcon
- Zeiss
- Marco
- Welch Allyn
- Natus Medical
- Essilor
- Transitions Optical
- CooperVision
Every patient, instantly findable.
Sort by last exam date, filter by insurance, flag high-priority recalls. This is a live preview — try it.
From booking to recall, nothing falls through.
Portal traces every patient through every touchpoint — automatically. Your front desk staffer handles exceptions, not the routine.
Patient self-schedules via your branded portal link. Insurance pre-verified automatically.
Pre-visit forms arrive by text 48 hours before. Chief complaint, ocular history, medications.
Lane-side data entry: VA, refraction, IOP, slit lamp. Auto-populates the Rx table.
Refer to retina, cornea, or neuro. Shared record view — the specialist sees exactly what you sent.
Recall SMS fires at 11 months. Unresponsive after 2 weeks? Escalates to a phone call trigger.
Shared records,
not shared headaches.
When you co-manage with retina, cornea, or neuro, Portal sends exactly what the specialist needs — and routes their report directly back to your chart. No fax. No portal login swap. No "did they get it?"
ODs who stopped faxing.
I run three exam lanes with one front-desk person. Portal cut my recall no-shows from 34% down to 11%. That's three extra comprehensive exams every week.
We had patient data in four systems across two locations. Portal pulled it into one place in a weekend. My staff stopped asking 'which system has their insurance?'
The co-management workflow with our retina group is unreal. I send a referral, they see everything, their report lands in my chart. We used to fax. We were faxing in 2024.
Your practice is ready.
Portal is free to start.
No credit card. No IT department required. Three fields and you're in the lane.