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What is Portal?

Presenting an innovative client portal crafted for progressive businesses. Clients can conveniently access the portal via your website to upload files, sign contracts, process payments, engage in messaging, and much more. This comprehensive application includes all the essential tools for running a virtual business, such as billing management, file sharing, e-signatures, messaging capabilities, client intake forms, and an extensive knowledge base. The adaptable portal allows you to customize the visibility of content for your clients. You can opt to host the portal on your own domain, making sure that every aspect is in harmony with your brand image. Whether you decide to integrate it with your current marketing site or use our website builder to design a dedicated page for your services, the options are vast. Enhance your client portal further by adding secure file-sharing and eSignature functionalities, effectively superseding services like Google Drive, Dropbox, ShareFile, and DocuSign. Moreover, by including the billing module, you can deliver a branded payment experience to your clients, replacing tools such as Bill.com and FreshBooks. Streamlining the client intake process becomes a breeze with the intake forms module, allowing you to eliminate the need for platforms like Formstack and Microsoft Forms, thus improving overall efficiency and coherence. This portal not only transforms your interactions with clients but also guarantees a smooth and professional experience at every point of contact, making it an indispensable asset for modern businesses. Ultimately, adopting this portal could lead to significant improvements in client satisfaction and operational effectiveness.

What is Lobbie?

Lobbie offers a robust healthcare SaaS platform aimed at streamlining the processes of patient intake, appointment management, electronic health records, and overseeing labs, prescriptions, billing, and payments, with the primary objective of modernizing medical practice administration. By substituting outdated paper forms with user-friendly, HIPAA-compliant digital intake forms that include over 2,000 pre-designed templates and options for personalization, patients can fill out essential information from their smartphones, desktops, or tablets before their appointments, all without needing to create an account. The platform enables dynamic consent and electronic signatures, automates data pre-filling, and boasts remarkable pre-visit form completion rates, with some clients achieving approximately 91% of forms completed prior to patient arrival. Following the shift to a digital intake approach, Lobbie further boosts operational effectiveness by automating appointment scheduling, allowing patients to book their own appointments while also offering staff scheduling capabilities for healthcare providers, complemented by reminder notifications via email or SMS. Furthermore, Lobbie accommodates telehealth services and integrates smoothly with various calendars and external systems, promoting a seamless and intuitive experience for both patients and healthcare practitioners. This all-encompassing platform fundamentally changes how clinics operate, allowing them to dedicate more time to patient care instead of being bogged down by administrative duties. With its innovative features, Lobbie not only enhances efficiency but also improves patient satisfaction by simplifying their interaction with the healthcare system.

Media

Media

Integrations Supported

Integrations Supported

Access Legal Mediation
BRIO
Dropbox
GoHighLevel
Google Cloud Platform
MX Merchant
Microsoft 365
Priority Software
ScriptSure
Stripe

API Availability

API Availability

Pricing Information

$69 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Portal

Company Location

United States

Company Website

www.joinportal.com

Company Facts

Organization Name

Lobbie

Date Founded

2020

Company Location

United States

Company Website

www.lobbie.com

Categories and Features

Billing and Invoicing

Not specified

Digital Signature

Not specified

eCommerce Analytics

Not specified

eCommerce Tools

Not specified

File Sharing

Not specified

Forms Automation

Not specified

Knowledge Management

Not specified

Live Chat

Not specified

Portal

Not specified

Categories and Features

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