Ona Health
Patient Portal

Patient portal: visits, forms, records and bills in one login

Ona's patient portal is a secure web app, on a phone or computer with nothing to install, where patients manage their visits, complete forms, consents and interviews, read the notes, files and lab results you share, message your team, and pay their invoices. Parents and caregivers can act for a child, and the portal shows your practice's logo and colors.

  • Invite by link or QR code
  • Reschedule, cancel, join video
  • Records, lab results and shared files
  • Pay invoices, join memberships

Ona's patient portal is a secure web app where patients manage their visits, complete forms, consents and interviews, read the notes, files and lab results you share, message your team, and pay their invoices. It runs in the browser on a phone or a computer, with nothing to install. It's part of Ona, the AI-native practice management platform, so everything a patient does lands in the same chart, inbox and ledger your team already works in.

It fits any practice that wants fewer calls to the front desk: primary care, behavioral health, nutrition, functional and integrative medicine, direct primary care and med spas. Patients see your logo and your colors, parents and caregivers can act for a child, and nothing reaches the patient until you share it.

The portal home: the next visit, what needs doing, and everything else one tap away.

01 · Why it matters

Most of the relationship happens between visits.

Rescheduling, paperwork, results and bills. Each one is a phone call if patients can't do it themselves.

A patient who has to call to move an appointment, ask for a form, find out whether a result is back or pay a bill is a patient on hold, and a front desk that isn't doing anything else. Multiply that by every patient, every week.

A good portal takes those calls off the phone without making patients learn your software. It shows them what's next and what needs doing, and it keeps out everything they don't need to see: internal notes, unreviewed lab values, template names meant for clinicians.

02 · What you get

One login for visits, forms, records and bills.

Invited to their own record

Share a setup link or show a QR code from the patient's chart. Patients sign in with email, Google or Apple, then confirm their details, emergency contact, pharmacies, insurance and a card on file. Ona reads insurance card photos and fills in what it can.

Visits they manage themselves

The home page leads with the next visit, with Join video call and a countdown for online visits. Patients can reschedule or cancel a future visit. If a late-cancellation or reschedule fee applies, they see the amount before they confirm.

Health records you choose to share

Shared notes download as PDFs. Shared photos, videos and documents can be single files or whole folders that stay up to date. Diagnoses, medications and allergies are listed. Lab values appear only after your team accepts them.

One secure conversation

Patients message your care team in one secure thread and can attach files. Your team answers from Omnichannel. Internal notes never reach the portal, and group chats appear only for patients you add to them.

Bills, cards and memberships

Invoices sort into To pay and History, and Pay now opens a Stripe checkout. Patients can enter a promo code, update the card on file, and join or cancel a membership without calling.

One sign-in for the family

A parent or caregiver you add as a guardian switches to the child's profile from their own login. There they fill in forms, manage visits, pay invoices and read records. For a minor, guardian access ends on their 18th birthday.
Patients move their own visit to an open slot. No phone call needed.

03 · How it works

From invite to paid invoice.

  1. Invite the patient

    From the patient's chart, share a setup link or show a QR code at the front desk. The patient signs in with email, Google or Apple and verifies their email. Their login is tied to the record you already have.

  2. They finish setup

    Patients confirm their profile, emergency contact and pharmacies. Then they add insurance, from card photos Ona reads, and a card on file through Stripe. You decide whether insurance and a card are required.

  3. Before the visit

    A Needs your attention strip shows forms to fill, consents to sign, interviews to do and bills to pay. Patients can reschedule or cancel, and join online visits with one tap.

  4. After the visit

    Notes you share, lab results your team has accepted, and files from the visit appear in Health records. If you use care plans, patients tick off their steps and download the plan as a PDF.

  5. Between visits

    Patients message the care team, pay invoices, join or cancel a membership, and manage notifications and two-step verification in Settings.

“I went from calling my old clinic and sitting on hold to doing everything in one app. I know when my next visit is, I can see my results, and I don't miss the phone.”

Natalie GreenePatient · Portland, OR

04 · In practice

What it changes for your practice.

Cash-pay and membership practices

Payment without the phone call.

Patients pay invoices through Stripe checkout, apply promo codes on self-pay invoices, and join or cancel memberships billed to the card on file.

Pediatrics and family care

One login for a parent and their children.

Guardians switch between their own profile and each child's from the Family cards on the home page. Each card shows the forms and consents still to do.

Behavioral health

A quiet place for a sensitive relationship.

Forms show the patient-facing title you choose, or simply “Form”, never the internal template name. Patients message one care team in one thread, and internal notes stay internal.

Functional and integrative medicine

Results that arrive with context.

Lab results reach the portal only after your team accepts the values, alongside the original report. Care plans, shared documents and the food journal sit under the same login.
Health records on a phone: shared notes and the basics of the chart.

FAQ

Common questions.

What is a patient portal?
A patient portal is a secure website where patients handle their own care admin. In Ona's portal that means managing visits, completing forms, consents and interviews, reading shared records and lab results, messaging the care team, and paying invoices, all from one login.
What can patients do in Ona's patient portal?
Patients can reschedule or cancel future visits and join online visits. They can complete forms, consents and interviews, read notes and files you share, and see lab results after your team accepts them. They can also tick off care plan steps, message the care team, pay invoices, update their card on file, and join or cancel memberships. Forms and appointment confirmations can also go out as secure links that work without signing in.
Do patients need to download an app to use the patient portal?
No. The portal is a web app that works in any modern browser on a phone, tablet or computer. Patients open their invitation link, sign in and use it. There's no app store download.
Can patients see their lab results and visit notes in the portal?
Only what you release. Notes appear when your team shares them, and patients can download them as PDFs. Lab reports show the original document, and lab values appear only after your team accepts them. Photos and documents appear when you share them.
Can a parent or caregiver manage a child's portal account?
Yes. Your team adds a guardian from the patient's Details & Settings. The guardian switches to the child's profile from their own portal. There they can fill in forms and consents, manage visits, pay invoices and read records. Messages and the food journal aren't available while acting for a child. For a minor, access ends on their 18th birthday.
Can we brand the patient portal with our logo and colors?
Yes. Your logo appears in the portal header. An accent color and a light background color, set in Settings → Practice → Organization, apply to the portal and to your welcome page, booking page, form links and sign-in pages. Leave them unset and patients see Ona's default colors.
Is the patient portal HIPAA compliant?
Yes. Patient data is encrypted in transit and at rest. Patients see only their own record, plus a family member's when your team makes them that person's guardian. Patients can turn on two-step verification with an authenticator app, and every practice signs Ona's BAA when the workspace is created.
Can patients connect wearables or upload their own records?
Not today. There's no Apple Health, Google Fit or wearable connection. Patients can attach files to their secure conversation with your team and to interviews, and they add photos of their insurance card during setup.
Ready when you are

Give patients a reason to open the portal.

Walk through the patient side in a 15-minute demo, then see your side of the same chart.

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