Client Portal
Articles: *Initial Setup *How to set up user and password for client portal
Initial Setup
CLIENT PORTAL
As a compliment to telehealth, we have created a mechanism that will allow you to collect signatures on select consent forms via our client portal. The following are the steps you...
How to set up users and passwords for client portal
To give a client access to the client portal you will need to setup their user name and password by navigating to the client file, selecting the Admin tab and clicking the Client Access...
How to create portal forms
To create Client portal forms you will need to go to Dashboard>Client Forms & Portal>Client Portal Forms.
Click the plus symbol to create a portal form.
Fill in the title of the...