Appointments & Queue
Coordinate appointment slots, walk-in queues and clinician schedules.
Solution
Clinic Management & Patient Portals
UNO develops clinic administration and patient-access systems for healthcare operators. The scope can cover appointments, queues, billing and approved patient self-service functions, with access requirements defined by the clinic.
Functions to consider in the project scope
Illustrative interface previews with sample data. Final screens are designed around your requirements.
Patient Records
Define authorised access to the clinical records included in the project.
Billing & Panels
Track invoices and panel-claim status against the clinic finance process.
Patient Portal
Provide approved booking, receipt and report-access functions for patients.
Inventory
Record the stock movements and dispensing connections agreed in the scope.
Access controls and audit records
Specify role permissions, activity logging and review requirements for sensitive records.
Set data-access requirements with the clinic
Confirm which records belong in the portal, who may release them and how patient identity is checked. Clinical governance, retention and security requirements need responsible owners before development.
- 01 Patient identity and account verification
- 02 Staff permissions and report release
- 03 Existing clinic-system interfaces
- 04 Data retention and access review
21+
Years in Business
900+
Projects Delivered
26
Countries Served
100%
In-house Malaysian Team
Delivery and handover
A staged delivery process with agreed scope, review points and acceptance criteria.
Discover
Review the current workflow, users, records and systems with the people responsible.
Define
Agree the scope, screen flows, integration approach and acceptance criteria.
Deliver
Develop and test the agreed workflows, including permissions and exceptions.
Grow
Plan rollout, training, handover and the support arrangements for live use.
Define access around the clinic workflow
Review the proposed access model with the people responsible for clinic operations and patient information.
Patient access
Identify which records a patient may view or request to change, how identity is checked and how access is removed or recovered.
Staff responsibilities
Separate scheduling, clinical and administrative permissions. Record the source of imported information and which team may correct it.
Rollout and exceptions
Test cancelled appointments, duplicate records and staff leaving the organisation. Agree data migration checks, notification content and support responsibilities before rollout.
Clinic and patient portal FAQ
Does a patient portal replace our clinic management system?
Not necessarily. A patient portal can provide booking and approved self-service functions alongside an existing clinic system. We first check its integration options and establish which system manages appointments, records and billing.
What can patients do through the portal?
The portal can include appointments, receipts and access to reports the clinic has approved for release. The clinic decides which records are available and how patient identity is checked. Patient functions should be separated from internal clinical and administrative screens.
Can different clinic staff have different access rights?
Yes. Access can be defined by role and task, such as reception, billing or clinical work. The scope should identify which records each role may view or change and which actions need an audit record. These rules need review by the clinic before rollout.
What information is needed to scope a clinic portal?
Start with appointment rules, the current clinic software and the patient services you want to offer online. Use anonymised sample forms and records for early discussions. The clinic also needs to name the people responsible for access rules and approving information for release.
How should a patient portal show appointments and queue numbers?
An appointment slot and a live queue position represent different things. The portal should explain which one it shows and when the information was updated. Rules for late arrivals, walk-ins and changed consultation times need to come from the clinic's actual reception process.
Can patients download receipts without seeing internal billing records?
A patient-facing receipt view can be scoped separately from staff billing screens. The clinic must define which documents may be released and how the patient's account is matched. Internal notes, panel arrangements and other patients' records should not appear in that view.
Plan the requirements for your workflow
Use these planning briefs to review the users, business rules and integrations your project may need.