Client Portal, Notifications, & Telehealth
Client Document Upload Notification
Navigate to your Settings - Account Settings - General. Then, select Edit under Practice Settings. Once in Practice Settings, select the Notifications tab. Then, check the box labeled 'Notify on Client Document Upload'. This notification is at the ...
Client Portal Guide
Step 1: Clients will receive an email for the enrollment in the Client Portal. Take the next step by clicking the 'Enroll in Client Portal' button provided in the email. Step 2: After clicking the link, clients will be directed to the Client Portal ...
Client Portal - Enable Profile Completion Settings
You can Enable Profile Completion Settings to help prompt your clients to finish setting up their client portals. Step 1: Navigate to Account Settings Step 2: Click on "Edit" for your Practice Settings Step 3: Choose the "Client Portal tab". Then, ...
Adding Custom Text To Appointment Reminders
Step 1: Navigate to Account Settings Step 2: Click Edit on the Practice Settings option Step 3: Navigate to the Notifications tab and check the box for Enable Appointment Reminders/Days Before Step 4: Click on the Information tab located next to ...