Editing a client profile and resetting a password

this article explains how to update a client’s information and how to reset their portal password when needed how to edit a client profile you can update demographic, contact, physical, and emergency contact information directly from the client profile step 1 go to the client list 1 from the left sidebar, click clients 2 search for the client or select them from the list step 2 open the client profile click on the client’s name to open their profile you’ll land on the overview tab, where you can see demographics diagnoses physical information emergency contact billing type step 3 click “edit profile” in the top right corner, click edit profile a side panel will open with editable fields step 4 update client information you can update basic information first name last name phone number physical information height (with unit selection) weight (with unit selection) blood type demographics relationship status employment status religion preferred language emergency contact contact name phone number email relationship make the necessary changes step 5 save changes click save changes at the bottom of the panel the client’s profile will update immediately how to reset a client’s password if a client is having trouble accessing their portal, you can reset their password from their profile step 1 open the client profile go to clients select the client step 2 click “reset password” on the right side of the overview tab, click reset password this will trigger a password reset process for the client what happens next? the client will receive instructions to set a new password they can then log in using the updated credentials use this option when the client forgot their password the client cannot access their portal you need to re initiate access securely