Records portal· Portal per case

UwDossierPortaal.nl

A temporary portal per client, with a text message code as the key

Openingspagina met de belofte van een veilig portaal voor adviseur en klant

The story

Before

Practices and advisers request sensitive documents from their clients and send reports back. That often happens by email, which leaves medical or financial data in inboxes where it does not belong.

Obstacle

A client who hands over documents once does not want to create an account with a password. The portals that exist are built for large organisations with their own IT department.

Insight

Create a portal per case that belongs to that client only, give access with a text message code, and clean everything up once the file is closed.

After

A psychology practice uses UwDossierPortaal for files and messages with its clients.

How it works

From the first request to the closed file.

1
Step 1

A portal per case

The adviser or practitioner creates a portal for one client and one case.

2
Step 2

Access with a text message code

The client signs in with a code that arrives by text message. No account to create and no password to remember.

3
Step 3

Request and receive documents

The adviser requests the information needed and the client uploads it in their own portal.

4
Step 4

Send the report back

The report or result goes back through the same portal, not by email.

5
Step 5

File closed, data deleted

Once the file is closed, all data is deleted in line with privacy rules.

Het aanmeldscherm met een veld voor de sms-code en de knop aanmelden
De openingspagina op een bureaubladscherm met dezelfde pagina op een telefoon ernaast

Today

What it does

As it runs today on uwdossierportaal.nl.

A separate portal per client and per case
Client access with a text message code
Files exchanged securely between adviser and client
All data deleted once the file is closed
Cancel monthly, with text message codes included in the plan
De drie pakketten naast elkaar met het aantal sms-codes per pakket

Sectors

Who it is for

For anyone who exchanges sensitive documents with clients.

Healthcare: documents and medical reports
Energy performance advisers: collecting data and delivering the label
Financial services
Education, for example a temporary portal for an intake
Government and municipalities

Technology

Sms-verificatiePortaal per klantHosting in Amsterdam

Ready for your story?

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Call 085 083 5775

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