Client Forms & Portal Section
In this section, the user has access to all of the forms and models used by an agency. This includes pre-built models and custom models. This section also gives access to modify the terms and conditions set forth for a client to access an agency's client portal.
Client DX Links
Client DX Links
This link allows the user to view a list of currently active diagnosis links, remove old links, and modify current links.
Client Models Link
Client Models Link
Custom models are models created by/for an agency. Custom models are not found across agencies. Custom models are generally created to meet the specifc needs of an agency....
Client Portal Forms Link
Client Portal Forms Link
This link takes the user to the client portal forms area. Here the user can view a list of current portal forms, add a new portal form by clicking on the green "+"...
Client Portal Terms Links
Client Portal Terms Links
This link allows the user to address terms and conditions as well as documentation that will be used in the client and TFC portals. In this section, the user can...
Client Signature Forms Link
Client Signature Forms Link
This link take the user to the client signature forms page. On this page, the user can create new signature forms, modify existing signature forms, and inactivate...