Consumer Portal Solutions
Today’s consumers expect new levels of control over interactions with complex service providers. A consumer portal provides transparency and ease of access for a broad range of stakeholders: consumers, employees, volunteers and loved ones. The self-service model benefits everyone, with instant interactions that reduce delays and administration.
Shift to self-service for instant access and time savings
- Secure web portal
- Self-service appointment bookings
- Smart forms for data collection
- Document and resource sharing
- Notifications, reminders and secure messaging
- Automated workflows
- Full visibility for employees
Meet consumer expectations for control, choice and transparency
Improve consumer engagement
Personalise experiences to foster connection
Boost efficiency and productivity
Unburden staff with fewer phone calls and data entry
Streamline communication
Automate touchpoints and provide more choice
Improve
attendance rates
Reduce no shows and improve operational issues
Centralise communication and engage consumers
- Provide a secure web portal as your hub to communicate with consumers throughout their journey
- Allow consumers to make self-service updates of personal information
- Improve consumer privacy and eliminate data entry by replacing paper forms with Smart Forms
Extend to other stakeholders: families and loved ones, volunteers, and employees
- No app required, fully mobile responsive across device types
Offer self-service appointment bookings
- Allow consumers to make, change and cancel appointments or view records of past appointments
- Provide timely text or email reminders
- Share resources and educational material before and after appointments
- Offer Digital Wayfinding guidance on appointment location
Offer choice and accessibility in communication
- Provide just-in-time SMS and email notifications and reminders – both ad-hoc and broadcast – to guide consumers through your service
- Offer two-way, secure messaging between consumer and service provider
- Support accessibility requirements, for example patients needing to use screen readers or avoid phone calls, or requiring translation
- Provide guidance on facility and appointment location and wait time updates
Provide employees with full visibility
- Employees log into the portal to access appropriate data, gain insight into operations and service bottlenecks, configure the portal, and make manual updates such as appointment creation or visitor check-in
- Customised operational dashboards support different levels of your organisation
- Data from the consumer portal can be made available to your existing reporting and business intelligence tools
The smarter way to innovate
The underlying technology that powers check-in is low-code, configurable, and consistent across all our solutions. Our unique DX5 Framework makes digital experience transformation strategic, scalable and sustainable. Create a central place to innovate and meet growing demands faster with automated, self-service workflows.
Innovate at speed
Deploy in record time with low-code and modular solutions.
Configure + control
Easily configure workflows and make instant updates without developers.
Create seamless experiences
Ensure consistent experiences regardless of underlying integrations.
Future-proof your strategy
Start small and scale later by volume or capability: it’s future-proof innovation.
Talk to our team today to learn more about self-service consumer portals
for your business
Frequently Asked Questions
What is a consumer portal, and how does it enhance service delivery?
A consumer portal is a secure online tool that provides consumers, employees, volunteers, and loved ones with transparent and easy access to services. Features include self-service appointment bookings, smart forms for data collection, document sharing, notifications, reminders, and secure messaging. By offering instant interactions, consumer portals reduce delays and administrative tasks, meeting consumer expectations for control, choice, and transparency.
How does a consumer portal improve customer satisfaction and operational efficiency?
Consumer portals enhance customer satisfaction by providing instant access to services, reducing wait times, and offering personalised experiences. They streamline communication through automated workflows and self-service capabilities, unburdening staff from repetitive tasks. This leads to improved attendance rates, reduced no-shows, and overall operational efficiency.
What key features should be present in effective customer portal software?
Effective customer portal software should include a user-friendly interface, secure web access, self-service appointment bookings, smart forms for data collection, document and resource sharing, notifications, reminders, secure messaging, and automated workflows. These features empower consumers to manage their interactions efficiently and securely.
Can consumer portals be utilised in healthcare settings as patient portals?
Yes, consumer portals can function as patient portals in healthcare environments. They allow patients to manage appointments; view past appointment information; receive timely text or email reminders; receive resources and educational material; and engage in secure messaging with providers. This enhances patient engagement and streamlines healthcare service delivery.
How do consumer portals ensure data security and privacy?
Consumer portals prioritise data security and privacy through robust security measures, including secure web access and compliance with accessibility standards. They eliminate the need for paper forms by utilising smart forms, thereby protecting consumer privacy and improving data accuracy. The portal’s design ensures that sensitive information is handled securely throughout the consumer’s interaction.
