How clients join the portal

👋 adding a client adding a client to eggmed allows you to manage their appointments, billing, intake documents, and portal access from one place once invited, clients receive an email to set up their account and join your practice 1\ go to clients from the left sidebar, click clients on the clients page, click add client in the top right corner 2\ enter client details in the add client panel, fill in the following information email address (optional) leave this empty if you want to add the client without sending an invitation first name last name date of birth (optional) 3\ select billing type choose how this client will be billed self pay insurance this determines how appointments and payments will be handled for the client 4\ send intake documents (optional) you can send intake documents during client creation toggle send intake documents click add document to select which forms to send these documents will be sent to the client if an email address is provided 5\ add the client click add client to save if an email address was entered, the client will automatically receive an invitation email what happens next for the client when the client receives the invitation email they click the secure link set up their account log in to their client portal from the portal, clients can view and manage appointments complete intake forms access telehealth session links stay connected with your practice need help? if you experience issues adding a client or sending invitations, contact us at support\@eggmed com your client is now ready to join your practice in eggmed