Client Portal: Updated Packet Header

With our new packet header, clients will have a clear understanding of which forms they will be completing in their packet, as they track their progress after each form submission.

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• Creating Intake Packets

  Step 1: Design the individual surveys that you'd like to include in your intake packet. Directions for creating custom surveys can be found here (Designing Custom Surveys) Step 2: Navigate to the Packets tab within Surveys & Packets, and click + Add ...

• Creating a Cohort to Schedule Send Packets (Intakes & ROMs)

  You can create cohorts within MBP to automatically send packets on a schedule of your choosing. This is great for sending intake packets at the time of creating a client -- OR -- to send out routine outcome measures or satisfaction surveys. Step 1: ...

• Client Portal Guide: Enrolling Additional Portal Users

  Step 1: Navigate to the client’s chart. Step 2: Select the Client Portal tab and click + Add New User. Step 3: A pop-up box for Add/Edit Portal User will appear. First, enter the user's details. Then, check the necessary box(es) to grant proper ...

• Client Portal: View Upcoming Appointments

  Now, clients can view a list of upcoming appointments by selecting the More button on the right-hand side of their Next Appointment on the client portal.

• Granting Client Portal Access

  Navigate to the Client Portal tab on the left-hand side. Click the +Add New User button Enter the new user's information If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the ...