What patients see in their RafaNest portal
November 7, 2026
Once a patient has an appointment with you, they get access to a portal at their own dashboard. This guide covers what is there, and what stays private to you.
Booking and appointments
From the portal a patient can book a new visit, reschedule one, or cancel it, all under the rules you set in your own clinic settings.
Chart and care plan, only what you share
The patient's chart tab is read-only, and it shows only the notes you chose to share with them, never your full internal note by default. A care plan you have written is shown the same way, read-only and only if shared.
Payments, documents and forms
Payment history, any documents you have shared, and any forms you have sent all appear in the portal, so a patient is not chasing a separate email for a receipt or a form link.
Superbills and Good Faith Estimates
A patient can open and print or save a superbill you issued them, and the same goes for any Good Faith Estimate.
An assistant that can act for them
A signed-in patient has their own AI assistant in the portal that can book, reschedule or cancel on their behalf, described in how an AI booking assistant works.
Their own data and their rights
Under settings, a patient controls their own notification, text and marketing consent, and can download their data as a file. If something in their record is wrong, they submit an amendment request from there, which HIPAA gives you up to 60 days to act on. A patient can also opt out of arbitration, or close their account, from the same page.
For how the chart itself is protected behind the scenes, see how RafaNest protects patient records on AWS.