![]() ![]() To view your client's experience, view the Client View of the Client Portal video tutorial.Ĭontacts who have been given access to the minor's portal, may manage documents for the minor. Not only will this help you, your clients will appreciate being able to see upcoming appointments, sign documents, fill out assessments, and more. ![]() We recommend you invite all your clients to the client portal, and re-deliver the invite if needed. The client portal is essential for you to streamline your practice and save you valuable time. If your client needs a reminder to accept the invitation to the client portal or they cannot find their original invitation email, you can resend the invitation by going to the Clients > Portal tab and clicking on the "." like you see below. Redeliver an Invitation to the Client Portal You can do this in the Clients > Portal tab. If you've imported your client details from another EHR, you will want to invite each of them to your new portal. Inviting an Existing Client to the Portal You will confirm information on the first page and continue to the second page. From here, you can choose to grant your client access to the portal.Īt this point, you can also select any consent or intake forms you'd like your client to complete as part of the onboarding process. To add a client to the client portal, within the Client > Details tab, select Start Setup. This is found at Account Settings > Portal.Īfter adding a new client's first name, last name, and email address, the setup wizard will ask if you would like to give your client access to the portal. You can decide what features to enable, information to collect, and forms and documents your client should complete or sign. However, you may post a link directly on your website to your client portal. Note: We currently don't provide code to embed the portal within your web site. There are two ways to invite a client to the client portal, which depends on if you're inviting a new client or an existing client that you may have imported from another EHR. See Online Booking Using the Client Portal support article for more details. You can choose the services, duration, your availability, and other settings. Online booking allows both current and new clients to schedule appointments with you. Please see Online Bill Pay for more details. When Online Payments is turned on, clients may receive bills and superbills through the client portal. Sharing Filesįiles may also be shared through Secure Messaging by clicking on the paperclip icon. If a client responds or messages you, secure message alerts will appear at the top of the screen on the chat bubble icon. To do this, simply click in the conversation icon in the upper right corner of the application and click on the edit icon. If you've chosen to enable secure messaging through the portal, you can communicate through your client portal, which is HIPAA compliant. In the right section of the client profile, scroll down to the Files area to view any files from your client in the Uploaded by the Client section. You can access any client uploaded forms by going to Clients >. ![]() Note: Clients may also share files through Secure Messaging. They can then click Add to upload a new document. ![]() Once logged in, your client will go the the Document & Forms tab and scroll down to the My Uploads section. If a client attempts to cancel within that window, there will be a prompt indicating they need to contact you directly to cancel.īy enabling client uploads, you are allowing your client to share files with you through the client portal. This is helpful if you don't want your clients to be able to cancel within a certain number of hours before your session. How close to a session to prevent clients from cancelling.Your appointment will remain on your calendar but marked as a late cancellation, and any default late cancellation fee you set in your Billing Settings > Billing tab will be applied to the bill. How close to a session the cancellation will be considered a late cancellation.Once you enable cancel appointments, a Cancellation Policy section will appear. However, you can set guardrails around how close to a sessions they can cancel, or automatically marked as a late cancellation. The client portal has four main features:īy enabling this, your clients can cancel upcoming appointments from the client portal. As long as it isn't already taken, you may use whatever you'd like for your subdomain. The subdomain is a custom name you may give your client portal. When you first set up the client portal, you will be asked to enter a subdomain. You may turn on your client portal under Account Settings > Portal. If you don't have permissions, please contact your account administrator regarding this feature. Permissions: This feature requires administrator permissions. ![]()
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