What is the purpose of the client portal? What exactly are you able to do in the client portal? This video explains all of this for clinicians and for clients who want to learn more.
Deactivating System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage System Users Step 2 Select the system user you would like to remove ...
Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Manage Clients View Step 2 Click on the Files tab and then click the "Upload ...
Creating Caseloads Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Settings" and then click "Client Caseloads". Client Caseloads Sidebar Menu Item Step 2 Click on the green + button at the ...