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.

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• Editing Upcoming Appointments from the Client Chart

  Now, staff can edit upcoming appointments right from the client's chart. Select the 'See Upcoming Appointments' modal available from any tab within the client chart. Then, choose the date and time of the appointment you want to edit to open the ...

• Client Portal Guide: Portal Permissions

  Basic Functions - Enables the portal user to access the overall portal settings, ability to view the "Client Portal Banner Message" from the practice and/or the specific professional, view the "Upcoming Appointment" banner, and interact with the ...

• 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 ...

• Client Portal: Time Zone Update

  Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...

• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...