Set it up
1
Name the portal
Portal Name is the title patients see — for example “Sunrise Health Portal”. Typing it generates a URL Slug for you.
2
Settle the URL Slug before you publish
The slug is the last part of your web address:
client.clinikehr.com/ followed by your slug. It is checked live for length (at least three characters), reserved words, offensive words, and whether another practice already has it. A slug that fails blocks Save.Choose something short, obvious and easy to read out on the phone — sunrise-health rather than sunrise-health-portal-2026.3
Write a welcome message
Welcome Message appears on the portal’s front page. Two sentences is plenty: who you are, and what they can do here. Include your phone number and say plainly that the portal is not for emergencies.
4
Upload your images
Add a Logo, a Banner Image and a Favicon (the small icon on a browser tab). Sizes and limits are in the table below this procedure.Logo and Banner Image each have a show/hide toggle, so you can keep an image on file but leave it off the page, and a Remove button to delete it outright.A logo on a transparent background looks best. Keep any text in the banner away from the edges — it is cropped differently on a phone.
5
Choose colours and a font
Set your primary, secondary and accent colours, then a Font Family.Your primary colour carries the buttons patients need to find — Sign In, Book, Sign Now — so pick something with real contrast against white. A pale brand colour on white is unreadable for anyone with weak eyesight, which is a large share of the people using this portal.
6
Save
Select Save. Then check the result on the live portal using the open button next to the address chip at the top of the settings card.
Image sizes and limits
Your address, and the one thing it cannot be
Your portal is always atclient.clinikehr.com/ followed by your slug. Use the copy button on the address chip to grab it exactly.
The portal does not support a custom domain. There is no setting for it, and none is coming through these screens. Custom domains do exist elsewhere in ClinikEHR — booking pages, your store, memberships, contact forms and agents can all run on a domain of your own — which is exactly why people go hunting for the portal one. It is not there.
So publish the client.clinikehr.com address as it is: link it from your website’s “Patient Portal” button, put it in your email signature and in your appointment confirmations, and print it on your cards.
Check it worked
Open your portal address in a private browser window, as a patient would:- Your Portal Name is the page title and the browser tab shows your favicon.
- Your logo and banner appear where you expect, at a sensible size on both a computer and a phone.
- The Sign In, Existing Patient and New Patient buttons stand out clearly against the background.
- Your welcome message reads well on a narrow screen.
If something goes wrong
Save is greyed out
Save is greyed out
Portal Name and URL Slug must both be filled in, and the slug must pass its check. Until then the card at the top says “Set a URL slug in Branding to publish your portal”, and settings on the other six tabs cannot be saved either.
My slug is rejected
My slug is rejected
Slugs must be at least three characters, cannot use reserved or offensive words, and must be unique across every practice. If yours is taken, add your town or a short qualifier —
sunrise-health-leeds.An image will not upload
An image will not upload
Files must be under 5 MB and in JPEG, PNG, WebP or GIF format. A photo straight from a phone camera is often over the limit — resize it, or export it at a smaller size. PDFs and SVGs are not accepted.
I uploaded a logo but patients cannot see it
I uploaded a logo but patients cannot see it
Check the show/hide toggle next to Logo is on, and that you saved. The toggle keeps the file on record while leaving it off the page, which is easy to leave switched off by accident.
Everything is read-only for me
Everything is read-only for me
Only the practice owner can edit portal settings. See Roles and permissions.
Next
Choose what patients can see and do
All seven settings tabs, one by one.
Give a patient portal access
The three ways a person gets in.