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How to enable Concierge mode with the Portal app
How to enable Concierge mode with the Portal app

๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Using Portal's tablet app to allow patients to complete forms when they arrive at the practice

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated this week

What is Concierge mode in the Portal app?

When a patient arrives at the practice for their appointment, they can use a tablet to complete any outstanding forms or actions. This is called Concierge mode, and requires you to pair a device.

๐Ÿšจ Important to note: This is different from Dentally iPad! You can find more information about Dentally iPad here.

How do I turn on Concierge mode?

Depending on your plan*, Concierge is automatically available for Portal users, with no need to enable or turn it on. You just need to pair a device in order to use it. To make use of Concierge:

  • You will need a device which you can give to patients to complete their forms. This can be Apple or Android.

  • Once you have a tablet, you must pair the device with your Portal - you must select 'Concierge' under 'Mode' when pairing your device.

  • Once set up, keep your Concierge tablet behind your reception desk and only hand to patients who have an appointment that day.

  • To learn more about what the patient sees when using Concierge mode, read our handy guide here.

* If your plan is Advanced or Advanced+ (2024), Concierge will be included with your Portal package. If you are on any other plan, you can purchase Concierge as a standalone feature. If you already have the iPad app included in your package, you can upgrade to Concierge at no extra cost.

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