Invite Clients to Client Portal

  Permissions: Must have Organization Administrator Permissions or been granted permission in your Staff Permissions. 

Organization Administrators can Invite Clients to the Client Portal from the Organization tab. After a Staff Member has been granted access in their Staff Permissions, they can invite the Client's they've been assigned to via Client Details. 

Note: You will not be able to use the same email address/Client Portal login for multiple Clients. This is to avoid HIPAA violations and to protect Patient Security.

Jump to Section [Therapist: Invite from Client Details] [Org Admin: Invite/Re-Invite from Organization > Client Portal]

Invite from Client Details

Only Therapists who have been granted access can invite Clients from the Client Details page. 

1. Navigate to your desired Client.
2. Be sure Client does not have an active Client Portal account and has an Email Address entered.
3. Click Invite to Client Portal button.
   
   
   
4. Choose desired Intake Forms and customize Invitation message.
   • You can add and remove any text from the message as well as use the placeholders to populate information in your message. You can even mark the box to save it for later use.
5. Scroll down and click Preview Message. 
6. Make desired changed. Click Send.
   
   

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Invite or Re-Invite from Organization Tab

Only Organization Administrators can invite Clients from Organization tab. The process to send the Invite and Re-Invite emails is the same.

1. Click Organization in the primary navigation bar.
2. Click Client Portal in side menu. Ensure you are on the Settings tab.
3. Scroll down to Manage Clients section and search for appropriate Client(s). You can select/invite multiple Clients at a time. 
   • If the Client's row is white that means they do not have a Portal Account and you can invite them and send intake forms to them.
   • If the Client's row is highlighted in green then you will need to resend forms to them. 
4. Mark the box next appropriate Clients.
   

   NOTE: You cannot invite a client to the client portal without having their email address on file. The checkbox next to the client's name is disabled to prevent invitations from being sent.

5. Click Invite to Client Portal button.
   
6. Review the invite message that will be sent to Clients.
   • You can add and remove any text from the message as well as use the placeholders to populate information in your message. You can even mark the box to save it for later use.
7. Select desired Intake Forms to send on right.
8. Select Save Default message and intake form selections to make this message the new default if desired.
9. Scroll down and click Preview Invitation.
10. Make any desired changes.
11. Click Invite to Client Portal button.
    

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