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Score your buildProvider portals/Templates
Every portal we build runs the same process: the signed agreement, the roster, the W-9 and its EIN, then the plan’s final review. Afterwards it keeps directory data current. What changes is how that feels to the provider. The first layout follows a portal our team has delivered; the other nine show different ways to walk a provider through the same steps.
Each preview is live. Upload a sample W-9, type an EIN, fix a bad NPI and sign the agreement. The plans and the practice are fictional, and nothing you enter leaves the page.
1 · The agreement
Reviewed and e-signed in the portal, with the countersigned copy kept there.
2 · The roster, three ways
Filled in on screen (preferred), from the plan's template, or uploaded. Every NPI is checked.
3 · The W-9 and EIN
Uploaded or completed online, with the EIN matched to it before the first claim.
4 · Final review
Submitted as one file; the plan reviews it, then credentialing starts.
Credentialing and directory
Providers see where they are, and confirm their listing on a schedule.
A real support desk
Your phone line, hours and inbox on every page, so nobody gets stuck.
The layout of a portal our team has delivered: a welcoming hero, a four-step tracker, and every step as a card you finish in place.
Suits: Plans that want the proven layout, with their own city, colors and support desk on it.
One task at a time, in order, with a step rail that shows what's left.
Suits: Solo practices and first-time contractors who want to be walked through it.
A full app with a sidebar — onboarding, roster, documents and directory as sections.
Suits: Large groups that will keep using the portal long after onboarding.
An inbox of documents on the left, the open document and its action on the right.
Suits: Contract-heavy onboarding where review and signature are the main event.
To do, in review, done — each requirement is a card that moves across the board.
Suits: Teams that already think in boards, and plans that review items before accepting them.
A guided conversation that asks for one thing at a time, with the form inline.
Suits: Low-tech practices and anyone who would rather be asked than read instructions.
Built for the phone first: bottom tabs, big targets, snap a photo of the W-9.
Suits: Rural and behavioral-health providers who will do this between patients.
A timeline from invitation to first member, with today's step open in place.
Suits: Plans that want providers to see the whole path, including credentialing.
The roster is the page: a spreadsheet-grade grid with validation, documents in a side panel.
Suits: Multi-location groups and IPAs with dozens of clinicians to load.
A single welcoming page that reads like a letter, with numbered sections and a sticky progress bar.
Suits: Community plans where the relationship matters as much as the paperwork.
The layouts and the brand are independent. Open any preview, choose a palette, and the same portal re-dresses itself. In a real build it carries your logo, your colors and your domain, and your providers never see our name.
Try it: Provider Hub in SaffronBehind every layout is the same automation. Reminders go out about only what’s still missing and stop the moment it arrives, and everything a provider submits lands on their record in your Blueprint pipeline. Portal builds start at $15,000 and are scoped to your build.