Client Portal - Administrator Setup
Client Portal - Therapists
Client Portal Notifications
Client Portal Secure Messaging
Client Portal Self-Schedule
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
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