ChartPerfect Patient Portal

With features like custom intake forms, secure messaging, prescription refill requests, and online payments, the ChartPerfect Patient Portal helps you provide patients with the tools they need to feel engaged and empowered.

Improve access and communication at every step of the healthcare journey.

Securely Connect

Securely Connect

Encourage patient engagement and stay connected in a convenient, secure, HIPAA-compliant environment.

Easy Online Access

Easy Online Access

Patients can easily access their medical records at any time from their computer and iOS or Android OS devices.

MIPS Ready

MIPS Ready

Improve the patient experience while covering multiple MIPS measures across promoting interoperability.

ChartPerfect EHR Patient Portal solution on desktop, tablet, and mobile phone

Discover the features of ChartPerfect’s Patient Portal

ChartPerfect EHR clinical visit summary shared with patient in fully integrated patient portal

Medical Records

Focusing on improving patient care is the driving force behind all of our solutions. Encourage your patients to take a more active role in their health and ensure they are always up-to-date with the latest information with 24-hour access to their medical records.

Our patient portal is fully integrated with the EHR, allowing you to quickly and efficiently share clinical visit summaries, patient education, lab results, medications, and treatment plans. Patients have the ability to review and update their demographics, insurance information, and health histories – anytime, from anywhere. Their submissions are automatically sent to your electronic health records inbox for staff review and approval.

Prescription Refills

ChartPerfect’s electronic prescription refill request feature is designed to automate the time-consuming processes and save your staff hours of work each day. Using the Patient Portal, patients can request medication refills online without phone calls to your staff. Administrative staff can respond to those requests without interruption.

HIPAA compliant and certified to support Electronic Prescribing for Controlled Substances (EPCS), our cloud-based e-prescribing enables you to quickly and safely approve prescription renewals with peace of mind.

ChartPerfect’s electronic prescription refill request feature
Securely message patients through ChartPerfect EHR patient portal

Secure Messaging

Our HIPAA-compliant portal is an innovative messaging platform that bridges the communication gap between healthcare professionals and their patients. By utilizing our user-friendly portal, you can encourage your patients to take control of their health with access to view lab results, medication instructions and educational material. Patients can use secure messaging to turn a one-way message about their healthcare into an engaging two-way conversation with your staff.


Patients can easily request future appointments and see their upcoming appointments from anywhere, at any time using, a computer, tablet, or smartphone. According to a recent study conducted by Accenture , 68 percent of patients are more likely to choose a provider that offers the ability to manage their appointments online. Self-scheduling not only offers convenience for patients, but reduces no-shows and phone calls – enabling your staff to focus on patients who are currently in the practice.
ChartPerfect EHR customizable online patient intake forms

Custom Forms

Make the check-in process easier for your staff and more convenient for your patients by inviting them to complete online intake forms before they arrive for their appointment or during their visit in the waiting room. By digitally capturing patients’ contact, insurance, and health-related information you can improve accuracy, increase efficiency, and eliminate paper forms all together. In addition, our customizable intake forms automatically sync to the patient’s chart upon receipt – saving your staff countless hours of manual data entry and avoiding entry errors.

Appointment Reminders

According to one study, no-shows cost the U.S. healthcare industry more than $150 billion annually and individual physicians an average of $150,000 per year. ChartPerfect’s automated email, text, and voice appointment reminders are the most efficient way to reduce no-shows and save your staff valuable time.

Whether it’s by way of email, text, or voice, patients can choose to receive messages in the format that is most convenient to them. With our advanced two-way texting technology, patients can easily confirm, cancel, or reschedule appointments instantly from their preferred device. 

ChartPerfect EHR automated email, text, and voice patient appointment reminders
ChartPerfect EHR patient medical billing solution

Online Bill Payment

With features built to save time on manual tasks and collect payments faster, our Patient Billing solution enables patients to view and manage their medical statements online 24/7 from the convenience of their home or on the go. ChartPerfect allows you to send text or email reminders to notify patients of upcoming payments and unpaid balances. Using advanced encryption technology, our portal is PCI and HIPAA-compliant to ensure your patients’ information is always kept safe.

We'll take care of the technology so you can focus on your patients.

Explore the full ChartPerfect platform