Client portal for TCM practice.
Branded portal where clients see their appointment history, current herbal formula, treatment plan progress, and book follow-ups easily.
How acupuncturists actually use this
Acupuncture clients on long-arc treatment plans want visibility into their herbal formula, dosing changes, and where they are in the arc. The portal exposes exactly what you choose — typically formula + dosing + appointment history, not full clinical notes.
The typical workflow
- 1Client books follow-up via portal in 30 seconds
- 2Sees current formula, dosing schedule, refill status
- 3Receives messages about formula changes
- 4Can review intake-style mood/sleep/digestion logs between visits if you assign them
Works with what you already use
Common tools acupuncturists pair with client portal.
Concerns we hear most
Should clients see their full clinical notes?
Up to you. Most acupuncturists share formula + treatment plan but keep tongue/pulse details private. Portal visibility is granular per practice.
Frequently asked questions
Can clients track formula refills?
Yes — refill status is visible. They get notifications when running low.
Can clients log symptoms between visits?
Yes — assignable mood/sleep/digestion forms surface on the next session note.
Does the portal work for telehealth?
Yes — telehealth links are delivered via portal and email.
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