Three Portals, One Shared Database
Each user role sees a tailored experience — patients manage their care, providers run their practice, and admins oversee everything.
01. Patient Portal
Dashboard, appointment scheduling, secure messaging, health records, and document uploads — all from the patient’s perspective.
- Upcoming appointments with video join links
- Secure messages from care team
- Lab results & encounter summaries
- Document upload for insurance cards, intake forms, and more
02. Provider Portal
Daily schedule with virtual meeting links, patient roster, SOAP encounter notes, and a provider inbox for patient messages.
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- Daily schedule with one-click video links
- Patient roster with full visit history
- SOAP encounter notes tied to each appointment
- Provider inbox for async patient messaging
03. Admin Portal
Master schedule across all providers, full patient and provider management, and an analytics dashboard with key metrics.
- Master calendar across all providers
- Patient & provider record management
- Analytics dashboard with appointment trends
- Appointment volume and cancellation reporting
6 Core Objects, Fully Relational
The template’s data model centers on the Appointments object, connecting each visit to a Patient, a Provider, Encounter Notes, Messages, and Documents — keeping all clinical and administrative data linked, searchable, and audit-ready in one place.
Patient Profiles
Store patient demographic, insurance, and emergency contact information in one easily accessible place.
Providers
Manage provider specialties, credentials, and virtual meeting links to ensure accurate records and seamless telehealth visits.
Appointments
Schedule and track appointment dates, times, statuses, visit types, and chief complaints for streamlined care coordination.
Encounter Notes
Document patient visits using SOAP-formatted notes, including diagnoses, treatment plans, and prescriptions.
Secure Messages
Enable secure, asynchronous communication between patients and providers to support continuous and convenient care.
Documents
Upload and organize insurance cards, lab results, consent forms, and other essential medical records in a centralized repository.
Built for Virtual Care
Virtual Meeting Links
Provider and appointment records include a dedicated URL field for video conferencing — surfaced prominently at visit time so patients and providers can join in one click.
HIPAA-Ready Infrastructure
Role-based access, data encryption at rest and in transit, audit logs, and HIPAA-compliant hosting with a Business Associate Agreement (BAA) — built into every Knack app.
Asynchronous Care
Secure messaging and document sharing enable meaningful follow-up between visits, reducing the need for synchronous appointments and keeping patients engaged in their care.
Admin Analytics
Charts and pivot tables track appointment volume, cancellation rates, and provider utilization, giving practice administrators the visibility they need to run an efficient operation.
Customizable Patient Portals
Empower patients with secure, self-service portals where they can schedule appointments, complete intake forms, access health records, upload documents, and communicate with providers in one convenient location.
AI-Powered Workflows
Automate routine tasks with AI-driven workflows that streamline appointment scheduling, patient intake, reminders, follow-ups, and documentation. Reduce administrative burden while improving operational efficiency.




