Patients
Patient portal
No passwords to forget. Just a link that opens their balance. Patients open a magic link to see an overview of their statements and payments. There's no account to create and no password reset to deal with. Portals that require registration have low adoption. What ships here includes magic-link access; statement and payment overview. Used day to day by biller, accountant roles, with availability marked available. Open the sample screen on the right, then walk the steps below — or book a demo and put your hand on the same flow with synthetic data.
Cedar Family Medicine
Hi Sam, here's your balance.
Visit on Sep 2 · after insurance
$20.00
- Charged$180.00
- Insurance paid−$112.00
- Plan discount−$48.00
Secure checkout by Stripe
What it is
Patients open a magic link to see an overview of their statements and payments. There's no account to create and no password reset to deal with.
The problem it solves
Portals that require registration have low adoption. Most patients won't create another account to pay a single bill.
Process
How it works, step by step
- 1
Patient gets a link
Sent with their statement or reminder.
- 2
One tap to open
The magic link opens their statement overview.
- 3
See what's owed and why
Balances and recent payments in plain language.
- 4
Pay from there
Continue straight to a secure checkout.
What's included
Everything below is part of patient portal today.
- Magic-link access
- Statement and payment overview
- Mobile-first layout
- Direct path to checkout
- No patient passwords to manage
- Scoped to the right practice
The guardrail
This is a billing portal, not a clinical one. No charts, results or prescriptions live here.
Where it fits: patient payment workflow
Patients pay what they understand, through the channel they already use. This workflow is designed around that.
- Money moves
- MEDBIX
- Clearinghouse / payer
- 1
Balance & statement generated
Money movesFrom posted patient responsibility.
- 2
Statement + portal / pay link
MEDBIXStaff preview; patient magic link.
- 3
Optional SMS reminder
Clearinghouse / payerOpt-out respected.
- 4
Stripe Checkout → payment recorded
Money movesPosted back to the ledger.
Audience
Who uses it
These roles work with this feature day to day. Access always follows what your admin assigns.
Works closely with
Deep dive
What Patient Portal means in daily ops.
Practical context for Patient Portal: how teams use it, where it sits in the loop, and what to ask in a demo.
- Tied to how billing work actually splits
- Clear on human vs machine responsibility
- Links into related MEDBIX areas
Practice
Where this shows up on a busy day.
From morning eligibility checks to end-of-day posting, Patient Portal connects to the queues your team already lives in.
- Morning coverage and claim build
- Midday scrub and approval
- Afternoon denials and patient pay
Control
Keep a person on the send button.
Whatever page you're on, MEDBIX keeps AI in a propose role. Approvals, posting and rule activation stay human.
- Named approvals
- Visible AI proposals
- Immutable audit trail
Next
See Patient Portal against your volume
Bring your payer mix and the friction you feel today. We'll map it onto sample data in thirty minutes.
- Sample data only
- Your questions drive the agenda
- Written follow-up after
Common questions
Is this a patient health portal?
No. MEDBIX isn't an EHR. The portal is only about statements and payments.
Do links expire?
Links are designed to be secure; we'll walk through the details on a demo.
Does it work on phones?
It's designed for phones first.
Want to walk MEDBIX against your real claim mix?
Thirty minutes with sample data. We'll follow one claim through the gate, then talk about your payers, practices and where the rework hurts today.
Notes from the billing floor
Occasional, practical writing on denials, A/R and running a billing company. No spam, unsubscribe any time.