Set Your Client Portal Options

Use the portal options to configure the workflow for your clients using the portal.  Follow these steps to set up your portal to suit your needs.

1. Navigate to the client portal area of settings

2. Locate the client portal options widget

3. Configure your client portal options

View the available portal options and configure your portal accordingly.

1. Let new clients book consultations or appointments online
   New visitors to your website and potal may attempt to book their initial consultation using the 'Book My First Appointment' button found on the portal login page. If you would like to disable this option and have prospective clients contact you by phone or email first, use this setting to disable and hide this button.

2. Automatically accept appointment requests for new clients
   New visitors to your website and portal may decide to schedule an initial consultation with you. Using your availability calendar in the portal, they will select an appointment time to reserve their consultation with you. You can set Therapyzen to automatically accept these requests, or you can choose to use an approval process. The approval process will let you approve or deny the request before it gets placed on your calendar as an official appointment.

3. 

   Allow online scheduling for your existing clients
   Your existing clients have a ' Schedule an Appointment' button in the portal that they can use to view your availability and schedule appointments online. If you would like to disable this feature permanently or temporarily, just change this setting to the 'No' position and the button will be hidden from your existing clients.

4. Automatically accept appointment requests for existing clients
   Your existing clients with active portal accounts can schedule appointments online if you have enabled this feature (see above). You can automatically accept these appointments and have them placed on your calendar or enable the approval process. The approval process will let you approve or deny the request.

5. Display your office location addresses in the portal
   Activating this feature will display Google maps of your practice location(s) for clients to view in their portal accounts. If you would like the locations to be hidden, switch this setting to the 'No' position.

6. Display client ledgers in the portal
   Enabling this feature will allow clients to view, download, and print all their invoices and superbills from their portal accounts. Allowing clients to access this information on their own eliminates the need for clinicians to gather invoice and superbill documents for clients.

7. Allow clients to make online payments in the portal
   Clients will be able to pay their open invoices directly from their portal accounts. In order for this feature to work, you must also enable client ledgers in the portal (see above).

8. Require new clients complete your intake forms when they login to the portal
   Therapyzen will automatically present your digital intake forms to all new clients that enter the portal for the first time. This ensures that you are capturing information about your clients from the very beginning. You may decide that you don't want to require that clients complete the intake upon creating their portal account. If so, turn this feature off by clicking the toggle button provided. Your clients can go back later and complete the intake at a time that's more convenient for them.

9. Display the Family Info tab
   Enabling this feature will allow your client to enter their family information into their client record. This will save your clinicians time as they won't have to take the time to complete this data entry process. If you don't require your client's family information or don't want your client to fill out this information themselves, simply disable this feature by switching the toggle button 'Off'.

10. Display the Medical Info tab
    Enabling this feature will allow your client to enter their medical information into their client record. This will save your clinicians time as they won't have to personally complete this data entry process. If you don't need your client's medical information or don't want your client to fill out this information themselves, simply switch the toggle to the 'Off' position.