Introducing the Patient Portal During a Consult

Overview

How you introduce the Patient Portal during the consult directly impacts whether patients will use it.

When to Introduce It

Introduce the portal after explaining the routine and before checkout.

What to Say

“This is where your routine lives. You can come back here anytime to follow your plan, reorder products, and stay on track.”

Why It Matters

Patients who understand the portal are more likely to:

  • complete purchases

  • return to reorder

  • stay compliant

Pro Tip

Do not over-explain. Just show them where to go and why it matters.

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