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Member Portal — Overview

What is the Member Portal?​

ChartChat Member Portal is a patient-facing health record application that gives patients a unified view of their medical data across multiple
Electronic Health Record (EHR) systems. Instead of logging into separate hospital portals, patients can connect all their providers in one place and interact with their health data through a clean, simple interface.


Who Is It For?​

UserDescription
PatientsAnyone who has received care from a provider using Epic, eClinicalWorks, or MEDITECH
New usersPatients registering for the first time to connect their EHR accounts

How to Access​

EnvironmentURL
Productionhttps://dev.chartchathealth.com

Supported EHR Integrations​

The portal supports OAuth-based connections to the following EHR systems:

EHR SystemPatient PortalIdentifier
EpicMyChartPurple badge — "E"
eClinicalWorksHealowTeal badge — "eC"
MEDITECHGreenfieldBlue badge — "M"

Once connected, data from each provider is color-coded throughout the portal so patients always know which system a record came from.


Key Features​

Dashboard​

The home screen gives a snapshot of the patient's health at a glance:

  • Recent Labs — count of observations with out-of-range delta
  • Active Medications — count of active prescriptions with last updated date
  • Active Conditions — count of active diagnoses
  • Visits (12 months) — encounter count with last visit date

Below the stats, four data panels show the most recent labs, medications, conditions, and visits. A Refresh button triggers a background sync across all connected EHR accounts.

Health Records​

SectionFHIR ResourceWhat it shows
Lab ResultsObservation, DiagnosticReportTest values with Normal / High / Low / Borderline status
MedicationsMedicationRequestActive prescriptions with dosage and source
ConditionsConditionActive diagnoses with onset date
AllergiesAllergyIntoleranceDocumented allergies
ProceduresProcedureProcedure history
VisitsEncounterVisit timeline with provider and type
ImmunizationsImmunizationVaccination history
Reports & NotesDocumentReferenceClinical documents and notes

ChartChat AI Assistant​

An AI-powered chat interface that helps patients understand their own health data.

  • Ask questions like "Explain my cholesterol", "List my medications", "Summarize my last visit"
  • Returns answers with source citations linking back to the actual FHIR resource
  • Automatically classifies questions as lab or general category
  • Does not provide medical advice — explains existing data only
  • Handles sensitive or out-of-scope queries gracefully

Settings​

  • Connect or disconnect EHR providers
  • Enroll in or disable Two-Factor Authentication (2FA)
  • Change password
  • Manage chat preferences

Authentication​

MethodDescription
Email & PasswordStandard registration with email verification
Google OAuthOne-click sign-in via Google account
2FAOptional TOTP-based two-factor authentication
reCAPTCHAProtects password reset and registration forms

After login, the app checks if the patient has any connected EHR accounts:

  • Has EHR data → redirected to Dashboard
  • No EHR connected → redirected to Settings to connect a provider

Sessions expire after 60 minutes of inactivity.


Technology Stack​

LayerTechnology
FrontendReact + Vite + Mantine UI
FHIR PlatformMedplum
AuthMedplum Auth + Google OAuth 2.0
AI ChatExternal ChartChat Chat API
EHR IntegrationSMART on FHIR / OAuth 2.0 per provider

Security​

  • All connections are encrypted over TLS 1.2+
  • EHR tokens are tracked using PatientEHRConnection FHIR resources
  • Expired or invalid tokens surface as notifications on the Dashboard
  • reCAPTCHA v2 on all public-facing forms

Overview └── Dashboard

My Health ├── Lab Results
├── Medications ├── Conditions ├── Allergies ├── Procedures ├── Visits ├── Immunizations └── Reports & Notes

Tools └── Chat Assistant (AI)

Account └── Settings