Client portal
A portal that respects the client's time and attention.
The Praxnote portal is intentionally calm and quick. Clients tap a sign-in link from their email or text — there's no password to remember. It works on a phone the way clients expect a phone to work. Every screen is translated.
What clients can do.
- Sign in by tapping a link in their email or text — no password
- See their upcoming appointments, and book new ones against their clinician's availability
- Reschedule or cancel, within the practice's policy
- Send and receive secure messages with their clinician
- Upload intake forms, insurance cards, and completed assessments
- Complete an assessment their clinician assigned (PHQ-9, GAD-7, and others)
- See and pay invoices
- Set up autopay with a saved card
- Switch between English and Spanish (or other languages your practice adds)
Welcome back, Jordan
You have one upcoming session and one form to complete.
- Tue 3:00 pm · Dr. Patel · Telehealth
- Form · Initial intake (8 min)
- Assessment · PHQ-9 · ready to start
How clients sign in
One-click links. No passwords to remember, lose, or leak.
Praxnote sends each client a single-use sign-in link by email or text. They tap it, they're in. No password is created, stored, or asked for — which means there is no password for anyone to steal, share, or reuse from another site.
How sign-in works
- The client requests access, or receives an invitation from their clinician
- Praxnote sends them a single-use link by email or text
- They tap the link, and the portal opens, already signed in
- For clients who use the portal offline (waiting rooms, in transit), the device can keep a private, PIN-locked copy of what they need
Why this is safer than passwords
Most password breaches happen because people reuse the same password across sites. A site that doesn't have a password can't have that problem. There's nothing to remember and nothing to steal.
Clients who prefer a password can set one from the portal — sign-in by magic link and sign-in by password both work. SMS codes and authenticator-app codes are on the roadmap.
For clients who don't read in English
English and Spanish from day one. More on request.
Every screen of the client portal is translated. English and Spanish ship by default. Practices serving clients in other languages can add more, and each client's language preference is remembered between visits. Clinician and admin screens stay in English.
- The client's language preference is remembered each time they come back
- Additional languages can be added at the practice's request; English is always available
- Every screen is designed for phones — large taps, clear type, calm pacing
- A warm, low-contrast palette designed to meet accessibility standards without feeling clinical
See the portal end to end
Walk through a client's first day.
From the first sign-in link through their first appointment, first intake, and first assessment — about ten minutes on the walk-through. The shape of the experience your clients will actually have.