Client Portal Videos | TheraNest Support Center

Client Portal Videos

8 articles in this collection
Written by Lauren Smith

Video: How to Subscribe to the Client Portal

Written by Lauren Smith
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

Video: Client Portal Organization Settings

Setup your Client Portal for success by learning about your organization settings!

Written by Lauren Smith
Updated over a week ago

Video: Staff 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

Video: Confirm or Decline Client Portal Appointments

See how the self-schedule functionality works in client portal for both you and your clients!

Written by Lauren Smith
Updated over a week ago

Video: How to Send Intake Forms

Sending forms to new or existing clients is easy with TheraNest! Check out this short video for the quick clicks on how to do so!

Written by Lauren Smith
Updated over a week ago

Video: Creating 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

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