Client Portal - Therapists

17 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 over a week ago

Add Therapists to the Client Portal

Written by Lauren Smith
Updated over a week ago

How to Save Intake Forms to My Computer

Written by Lauren Smith
Updated over a week ago

Who Receives Notification of an Online Payment?

Written by Lauren Smith
Updated over a week ago

Print Blank Intake Forms

Written by Lauren Smith
Updated over a week ago

Missing Inbox Icon

Written by Lauren Smith
Updated over a week ago

How to Allow Clients to Pay Online

Written by Lauren Smith
Updated over a week ago

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

Written by Lauren Smith
Updated over a week ago

Inviting Clients to the Client Portal

Written by Lauren Smith
Updated over a week ago

Add Custom Forms to the Client Portal

Written by Lauren Smith
Updated over a week ago

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 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.
Written by Lauren Smith
Updated over a week ago

Send Attachments to Clients

Written by Lauren Smith
Updated over a week ago

Creating Intake Forms for the Client Portal

Written by Lauren Smith
Updated over a week ago

Editing Client Portal Links for your Clients

Written by Lauren Smith
Updated over a week ago

Confirm/Decline Client Appointments received from the Client Portal

Written by Lauren Smith
Updated over a week ago