When a patient opens their portal account, they will be welcomed with the dashboard. The dashboard will display the client's history with their practitioner, including notes, documents, and forms from past and future appointments.
In this guide, we'll cover the following:
a. Dashboard
b. Inbox
c. Documentation
d. My relationships
e. Settings
Signing into the client portal
Your clients can access the portal by sending them an invite link. You can do this in two ways.
Go to the Client list and hover over the client's name. Select Invite to portal (arrow icon).
Go to the specific client record, click More actions, then select Invite to portal.
They should receive an invitation to their nominated email address.
When they click the button or link, they will be directed to create an account through this page.
What does a client portal look like
Once the client logs in, the patient portal should look like this:
Portal components
Dashboard
In the client portal dashboard, clients can view their appointments and book, cancel, and join sessions.
Inbox
Your clients can view secure in-app messages through their inbox. They can also send you messages depending on the communication preferences you have configured in your settings. If they can't send you messages through the client portal, check your settings.
Reply only (default): Restrict clients to responding only to staff-initiated conversations. Conversations with clients autoclose after 48 hours without a client reply.
Never initiate communication: Prevent clients from starting new conversations.
Assigned clients only: Limit staff communication to their designated client roster.
All clients: Any client can start a direct message with staff at any time.
Read more about secure messaging.
Documentation
In this tab, clients will see the forms and notes shared with them by the providers. They can also upload files, create notes, and download them.
My relationships
They can see the relationships under this tab as well as the documentation shared with them.
Settings
Clients can also update their profile, set their language and timezone, enable MFA, and set their payment method.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.