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Client Portal

Online appointment scheduling, credit card payments, document sharing and more.

  • Set Your Client Portal Options
  • Enabling and Disabling Online Scheduling
  • Configure the Client Intake Wizard
  • Setup Your Client Portal Welcome Message
  • Creating Custom Client Intake Forms
  • Send Portal Activation Emails to Your Clients
  • Creating Portal Friendly Service Type Descriptions
  • Set Your Calendar Availability
  • Add Your Portal Link to Your Website
  • Attaching Digital Documents to Your Intake
  • Printing the Completed Client Intake
  • Creating Custom Forms for the Portal
  • Adding Custom Forms to the Portal
  • Adding Clinical Assessments to the Portal
  • No Surprises Act (2020) Editable Forms

Categories

  • Getting Started
  • Setup & Admin
  • The Dashboard
  • Managing Clients
  • Managing Groups
  • Appointments & Scheduling
  • Therapy Notes & Treatment Plans
  • Invoicing & Payments
  • Client Portal
  • Insurance Billing
  • Manage Your Account
  • Managing Staff
  • Billing & Reports
  • Messaging
  • Telehealth
  • Telehealth Troubleshooting
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