Executive Summary

My Recommendation

Why a Lightweight Custom Portal Fits the Business

What the Portal Is

What the Portal Is Not

Existing Tools and Technical Foundation

Embeddable Webforms

Source Tracking

Lead Record

Standardized Statuses

Final Outcomes

Activity Timeline

Light Notes

Dentist Dashboard

Administrator Dashboard

Secure One-Click Access

Automated Email Follow-Up

Automation Stop Conditions

One-Way Versus Two-Way Communication

Notifications

How Booking and Outcomes Enter the Portal

Reporting

Reporting Definitions

User Roles and Permissions

Data Ownership and Access

Data Retention and Deletion

Non-HIPAA-Oriented Version

HIPAA Considerations, Health Questions, and the Existing Sleep Screener

HIPAA-Oriented Version

Security Requirements

Onboarding a Dental Practice

Offboarding a Dental Practice

Cost Considerations

Recommended Minimum Viable Product

Suggested Build Sequence

Questions to Answer Before Building

Final Recommendation