How clients join the portal

the client portal gives your clients a secure space to manage their sessions, view forms, and stay connected with your practice once invited, clients can easily create their account and access everything they need online 1\ go to clients → add client from the sidebar, open clients , then click add client at the top right fill out the client’s basic information such as name, email, phone number, and date of birth 2\ set client preferences select the age group (adult or minor) and billing type (self pay or insurance) you can also enable notifications email about upcoming or cancelled sessions text messages about session updates 3\ send intake documents under send intake documents , choose which forms to include in the invitation (e g , notice of privacy practices, consent for telehealth, financial responsibility) these documents will be automatically sent with the client’s portal invite 4\ assign providers and care team in assigned care team , select the provider(s) who will work with this client this ensures the right staff member has access to their sessions and records 5\ click save to invite the client after saving, the client automatically receives an email invitation to join the portal they can click the secure link to set a password and log in once logged in, clients can view upcoming sessions complete intake forms send secure messages manage payments and telehealth links