Client Portal

Client Portal - Administrator Setup

• Client Portal Overview
• Enable Client Portal Features/Settings
• Client Portal Login Link
• Allow Staff to Invite Clients to the Client Portal
• Subscribe/Add Therapists to Client Portal

Client Portal - Therapists

• Client Portal Settings
• Invite Clients to Client Portal
• Re-Invite Clients to Client Portal
• Client Portal Links Glossary
• Request Payment via Client Portal

Client Portal Notifications

• Receive Email Notifications for Client Portal Appointments
• Receive Email Notifications for Secure Messages
• Manage Client Portal Appointment Notifications

Client Portal Secure Messaging

• Enable Secure Messaging
• Therapist: Secure Messaging Overview
• Therapist: Send Secure Message to Client Contact
• Therapist: Copy Secure Message to the Contact Log
• Therapist: Send Mass Secure Message to Clients

Client Portal Self-Schedule

• Confirm or Decline Client Self-Schedule Appointment Request
• Enable Client Self-Schedule
• Disable Client Self-Scheduling

Client Portal - Clients

• Create Client Portal Account & Complete Intake Forms
• Client: Secure Message Overview
• Manage Appointments in the Client Portal
• Self-Schedule Appointment in the Client Portal
• Add Insurance in the Client Portal
• Make Payment in Your Client Portal Account

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Intake Forms

• Intake Form Overview
• Create an Intake Form
• Access, Duplicate, & Edit Intake Forms
• Send Intake Forms via Client Portal
• Set Default Intake Forms
• Send New Intake Forms to Existing Client Portal Users

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Client Portal FAQs

• Missing Envelope Icon
• Unable to Revoke, Resend or Share New Forms
• Client has new Email address for Client Portal
• Does my Client already have a Client Portal Account?