Client Portal Videos
6 articles in this collection
Written by Lauren Smith
Written by Lauren Smith
Video: Setup Client Portal Settings
Video goes over what each staff member must do for the Client Portal
Written by Lauren Smith
Updated over a week ago
Updated over a week ago
Video: Creating and Sending Intake Forms
Training video on how to create, manage, and send intake forms with the client portal
Written by Lauren Smith
Updated over a week ago
Updated over a week ago
Video: Secure Messaging Overview
Video goes over what is secure messaging and how to use it.
Written by Lauren Smith
Updated over a week ago
Updated over a week ago
Video: How to Invite Clients to the Client Portal
Video covers how to invite clients to the portal
Written by Lauren Smith
Updated over a week ago
Updated over a week ago
Video: Client Portal Training
Extensive training video on all things Client Portal
Written by Lauren Smith
Updated over a week ago
Updated over a week ago
Video: Creating Your Client Portal Settings
Article includes video on multiple client portal settings each staff member has control over.
Written by Lauren Smith
Updated over a week ago
Updated over a week ago