Navigating Between Two Client Portals

Navigating Between Two Client Portals

If you have access to two different client portals (whether for two clients in the same practice or for the same client in two different practices), you can use the same login credentials to easily access both portals. 

Once you've logged into your account, you'll see the name of the practice's portal that you are currently logged into listed on the left-hand side of the navigation bar. 



To toggle to another practice's portal, you can simply toggle between the two portals by clicking on your name on the right-hand side of the navigation bar and selecting the other portal. 



The name of the practice and the client will then populate in the navigation bar to denote which portal you're logged into.