Unified oversight across clinics, networks, and programs
The Organization Portal is the administrative hub for your telemedicine platform—giving authorized admins visibility across clients, specialists, bookings, and financial activity, with role-based access and privacy controls.
Built for your model
Who it's for
Whether you're a clinic managing specialists, an employer sponsoring wellbeing programs, or a multi-brand operator, the Organization Portal adapts to your model.
Clinics & Specialist Networks
Manage your roster of specialists and keep oversight of patient activity from one central place.
Employers & Corporate Wellbeing
Track program participation and utilization while keeping sensitive patient details protected (EAP-style oversight).
Multi-brand Operators
Run multiple sites or brands with consistent administrative workflows, while supporting brand-specific experiences for end users.
Program Owners
Coordinate service delivery across patients and specialists with full audit trail and financial visibility.
Admin workflow
How it works
From configuration to financial oversight, every step of the admin workflow is designed for clarity and control.
Configure access
Set up your organization's access scope: patients only, specialists only, or both—depending on your operating model. Define whether registration is open (self-service) or closed (invite-only). Bind the organization to specific patient portals or share specialists across multiple portals. Enable privacy-preserving modes when anonymized oversight is required.
What admins can do
Key capabilities
Everything administrators need to oversee clients, specialists, appointments, and financial activity.
Dashboard
Activity snapshot: recent bookings, new patients, new specialists, and transactions at a glance. Daily and monthly stats with quick navigation to what needs attention.
Bookings
Full booking list with status, date, patient, and specialist details. Active vs. past appointments with contextual access to related patient or specialist profiles.
Patients
Patient directory with account info, contact details, consent status, timezone, and referral source. See upcoming and past appointments, transactions, and notes in one place.
Specialists
Specialist directory with specializations, areas of expertise, education, experience, and session pricing. Availability, session duration, and related bookings accessible from the profile.
Consents
Unified consent view for patients and specialists in one table. Status tracking (signed vs. pending) with confirmation dates. Audit-ready document retrieval.
Transactions
Patient transactions (payments, refunds) and specialist transactions (earnings, payouts). Filtering and search with clear links between transactions and service delivery.
Actions
Operational reminders: incomplete profiles, missing timezone settings, pending tasks. Configuration checks that surface issues impacting service delivery with clear next steps.
Help Center
Curated, searchable knowledge base organized by category and topic. Customizable content that matches your organization's workflows with multi-site support.
Security & Privacy
Trust and controls
Built with enterprise-grade security and privacy controls to match your organization's requirements.
Role-based Permissions
The portal supports permission-based views so each administrator sees only what's relevant to their role—whether that's patient oversight, specialist management, or financial review.
Privacy-preserving Oversight
For organizations that require it (such as EAP programs), the portal can operate in privacy-aware modes where sensitive details are hidden or anonymized while still providing the oversight needed.
Multi-site / Multi-brand
Maintain consistent administrative workflows across all properties, support brand-appropriate patient experiences, and customize Help Center content per site while reusing shared articles.
Multi-language Support
Define which languages are available for your organization, set default languages per site, and expand language coverage over time as needs evolve.
Portal preview
Key screens at a glance
A walkthrough of the main screens administrators interact with for oversight and management.
Dashboard
Activity overview with stats, recent bookings, and quick access panels
FAQs
Frequently asked questions
It's designed for clinics and specialist networks, employers sponsoring wellbeing programs, and any organization that needs administrative oversight of telemedicine and online psychotherapy service delivery.
Yes - the portal supports flexible access configurations. Employers typically access patients only, while clinics may access both.
Absolutely. Organizations can be configured to see a specific subset of patients/specialists, or the full platform directory, depending on your agreement and business model.
Both options are supported. You can run an open registration flow (self-service) or keep it closed so only invited users can join.
Yes - for organizations that require privacy-preserving oversight (such as EAP programs), anonymized views are available so you can track utilization without exposing sensitive personal details.
The Help Center can be customized to match your organization's workflows. You can reuse shared platform articles and add site-specific guidance as needed.
Yes - the portal supports multi-site and multi-brand configurations with consistent admin workflows and brand-appropriate end-user experiences.
Ready to see how the Organization Portal fits your model?
Tell us about your setup—clinic, corporate wellbeing, or hybrid—and we'll walk you through the configuration that fits your organization.