Clinic Portal & App

Purpose

The Clinic Portal and Clinic App provide access to several of the same clinic workflows, including reviewing and responding to appointment requests. The Clinic Portal offers more comprehensive administrative and operational capabilities, while the Clinic App provides streamlined mobile access for common and time-sensitive activities.

• Clinic Portal: Provides a comprehensive workspace for managing clinic operations, including operating schedules, appointment requests, provider assignments, released dental evaluations, and other clinic administration activities.
• Clinic App: Provides convenient mobile access to essential daily activities, such as viewing, accepting, or declining appointment requests, scanning patient QR codes, reviewing provider candidates, and accessing appointment history.

tip

The Clinic App complements the Clinic Portal by allowing clinic staff to complete essential actions quickly from a mobile device.

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Accessing the Clinic App

The Clinic App uses a clinic-specific login code generated through the Clinic Portal. Clinic staff do not need to enter a separate username and password in the Clinic App.

1. Sign in to the Clinic Portal

Access the Clinic Portal using the clinic's authorized account.

2. Open the Clinic App Login Code Page

From the Clinic Portal, go to:

Administration → Login Code for Clinic App

3. Choose a Login Method

Open the Clinic App and sign in using either of the following methods:

• Scan with QR — Scan the QR code displayed in the Clinic Portal.
• Manual Entry — Enter the login code displayed below the QR code.

4. Complete the Login

Once the QR code or login code is validated, the Clinic App automatically signs in to the corresponding clinic account.

Security Notes

• The login code is time-limited. If the code has expired, generate a new code from the Clinic Portal.
• The QR code and login code provide access to the clinic account. They should only be used by authorized clinic staff and must not be shared publicly.

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How the Clinic Responds to Patient Activities

Patient Activity	What the Clinic Receives	Required Clinic Action
The patient searches for a clinic	Clinic availability is displayed based on the configured operating schedule	Keep the clinic schedule, provider availability, and treatment coverage up to date
The patient submits an appointment request	A new appointment request appears in the Clinic Portal	Review the request and patient information
The patient uses DR. ANNIE™ and authorizes sharing	The released evaluation and generated treatment information become available	Review the preliminary information before assigning a provider
The patient selects a preferred date and time	The requested visit date and time appear in the appointment details	Verify actual provider availability
The clinic confirms the request	The appointment status is updated	Assign the appropriate doctor and confirm the appointment
The patient arrives at the clinic	The patient presents an appointment QR code	Scan the QR code using the Clinic App and confirm the visit