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Client portals for healthcare and life sciences

Patients and referrers need a simple way to send forms and documents, book time and ask questions. HIPAA configuration and a BAA are available on the Enterprise plan.

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Patient intake and referrals

Patients and referring practices send intake forms and documents through one portal, so your front desk works from complete information.

  • Zoho Forms
  • Zoho CRM
  • Zoho WorkDrive
  • Zoho Sign

What clients do

  • Fill in intake forms before the first visit
  • Upload referral letters, insurance cards and records
  • Sign consent forms
  • Book or change an appointment

What your team gets

  • Intake details land in Zoho CRM
  • Documents stored with the patient record
  • Referrers see only the patients they referred
  • HIPAA configuration and a BAA on Enterprise

Specialty clinic patient portal

Patients book appointments, find their care documents, pay their bills and ask questions, in a portal with your clinic's name on it.

  • Zoho Bookings
  • Zoho WorkDrive
  • Zoho Books
  • Zoho Desk

What clients do

  • Book and manage appointments
  • Download care plans and instructions
  • See and pay their bills
  • Send a question to the clinic

What your team gets

  • Fewer calls for bills and document copies
  • Questions arrive as tickets, answered by the right person
  • Patients see only their own records
  • HIPAA configuration and a BAA on Enterprise

Telehealth consent and visits

Patients sign consent, book their virtual visit and find follow-up documents in one place before and after each appointment.

  • Zoho Sign
  • Zoho Bookings
  • Zoho WorkDrive
  • Zoho Books

What clients do

  • Sign consent forms before their visit
  • Book a virtual appointment
  • Download follow-up instructions
  • Pay for their visit

What your team gets

  • Consent signed and stored before the visit
  • Follow-up documents shared once per patient
  • Patients see only their own documents
  • HIPAA configuration and a BAA on Enterprise

Clinical study participant portal

Participants sign consent, see their visit schedule and find study information, and your study team keeps every document in one place.

  • Zoho Sign
  • Zoho Bookings
  • Zoho WorkDrive
  • Zoho Desk

What clients do

  • Sign study consent forms
  • See their visit schedule and book visits
  • Find study information and contacts
  • Ask the study team a question

What your team gets

  • Consent versions signed and stored per participant
  • Participants see only their own schedule
  • Questions tracked as tickets
  • A full audit log of every change

Prior authorisation requests

Prescribers submit authorisation requests with supporting documents and follow each one, instead of chasing by phone and fax.

  • Zoho Desk
  • Zoho WorkDrive
  • Zoho Forms
  • Zoho CRM

What clients do

  • Submit an authorisation request
  • Upload supporting clinical documents
  • Follow the request and answer questions
  • Download the decision letter

What your team gets

  • Requests arrive complete, as tickets
  • Documents stored with the request
  • Prescribers see only their own requests
  • HIPAA configuration and a BAA on Enterprise

Other industries

See it for your own clients

Book a demo and we'll build a portal page on your own Zoho data while you watch, or start a 7-day free trial with no credit card.

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