Client Portal - Therapists

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20 articles in this collection
Written by Lauren Smith

Explanation of Client Portal Useful Links

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Written by Lauren Smith
Updated over a week ago

Receive Email Notifications for Secure Messages

Article walks staff through how to enable email notifications for when a client sends a secure message
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Written by Lauren Smith
Updated over a week ago

Creating Your Client Portal Settings

Article includes video on multiple client portal settings each staff member has control over.
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Written by Lauren Smith
Updated over a week ago

Accept Client Signature on Intake Forms in the Client Portal

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

Add Therapists to the Client Portal

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Written by Lauren Smith
Updated over a week ago

How to Save Intake Forms to My Computer

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Written by Lauren Smith
Updated over a week ago

Who Receives Notification of an Online Payment?

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Written by Lauren Smith
Updated over a week ago

Print Blank Intake Forms

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Written by Lauren Smith
Updated over a week ago

Missing Inbox Icon

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Written by Lauren Smith
Updated over a week ago

How to Allow Clients to Pay Online

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Written by Lauren Smith
Updated over a week ago

How to Set Your Self-Schedule Settings for the Client Portal

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Written by Lauren Smith
Updated over a week ago

Inviting Clients to the Client Portal

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Written by Lauren Smith
Updated over a week ago

Add Custom Forms to the Client Portal

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Written by Lauren Smith
Updated over a week ago

Receive Email Notifications for Client Portal Appointments

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Written by Lauren Smith
Updated over a week ago

Turning Off Client Self Scheduling

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Written by Lauren Smith
Updated over a week ago

Send Mass Message to Clients

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

Send Attachments to Clients

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Written by Lauren Smith
Updated over a week ago

Creating Intake Forms for the Client Portal

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Written by Lauren Smith
Updated over a week ago

Editing Client Portal Links for your Clients

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Written by Lauren Smith
Updated over a week ago

Confirm/Decline Client Appointments received from the Client Portal

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Written by Lauren Smith
Updated over a week ago