Client Portal Videos
8 articles in this collection
Written by Lauren Smith
Written by Lauren Smith
Video: How to Subscribe to the Client Portal
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 this week
Updated this week
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
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
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
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
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
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