Client Portal - Therapists

18 articles in this collection
Written by Lauren Smith

Accept Client Signature on Intake Forms in the Client Portal

This article covers clients signing the Intake Forms available on the Client Portal.
Written by Lauren Smith
Updated this week

Test User Showing in Active Clients

Customers see a "Test User xxxx Therabook in the active client list.
Written by Lauren Smith
Updated this week

Add Therapists to the Client Portal

Written by Lauren Smith
Updated this week

How to Save Intake Forms to My Computer

Written by Lauren Smith
Updated this week

Who Receives Notification of an Online Payment?

Written by Lauren Smith
Updated this week

Print Blank Intake Forms

Written by Lauren Smith
Updated this week

Missing Inbox Icon

Written by Lauren Smith
Updated over a week ago

How to Allow Clients to Pay Online

Written by Lauren Smith
Updated this week

Client Portal Staff Specific Service Types for Self-Scheduling

Written by Lauren Smith
Updated this week

Inviting Clients to the Client Portal

Written by Lauren Smith
Updated this week

Add Custom Forms to the Client Portal

Written by Lauren Smith
Updated this week

Receive Email Notifications for Client Portal Appointments

Written by Lauren Smith
Updated over a week ago

Turning Off Client Self Scheduling

Written by Lauren Smith
Updated this week

Send Mass Message to Clients

Clinicians can send a mass secure message to all active clients with a client portal account.
Written by Lauren Smith
Updated over a week ago

Send Attachments to Clients

Written by Lauren Smith
Updated this week

Editing Client Portal Links for your Clients

Written by Lauren Smith
Updated this week

Creating Intake Forms for the Client Portal

Written by Lauren Smith
Updated this week

Confirm/Decline Client Appointments received from the Client Portal

Written by Lauren Smith
Updated this week