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Client Portal Videos

Client Portal Videos

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8 articles in this collection
Written by Lauren Smith

Video: How to Subscribe to the Client Portal

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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
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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!
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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
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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!
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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!
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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
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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.
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Written by Lauren Smith
Updated over a week ago
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