Patient Portal Settings
Choose which clinical surfaces your patient portal shows to patients, from visit history to secure messaging.
Patient Portal Settings controls what patients see when they log into their portal. Open it at Settings → Patient Portal (https://dentare.io/clinic/settings/portal). Only the clinic owner and admins can change these settings.
These toggles decide what patients can view. They never change what your clinic records, and turning a toggle off does not delete or hide anything from your own staff.
The six toggles
- Share visit history - lets patients re-read their past visits and aftercare notes. Requires the Visits feature.
- Share x-rays - shows patients their own x-ray images. Off by default. Requires the X-Ray feature.
- Share documents - lets patients download files your clinic has shared with them. Off by default.
- Billing and payments - shows balances and lets patients pay outstanding visits online. Requires the Payments feature.
- Secure messaging - lets patients send your clinic a message from the portal. Off by default.
- Family members - lets a patient manage visits for their children or other dependents.
Share visit history, family members, and billing and payments are on by default. Share x-rays, share documents, and secure messaging are off by default, since they expose more sensitive material.
When a feature is off
If a toggle's underlying feature is not part of your plan, the toggle still saves when you switch it on, but its surface stays hidden from patients until the feature is enabled. Dentare shows a note under that toggle explaining the requirement.
Saving
Each toggle saves the moment you switch it. There is no separate save button and no unsaved-changes warning. If a save fails, the toggle reverts to its last saved state and Dentare does not show a false success message.
If your plan does not include the patient portal at all, this settings page is not available. Contact support to add it.