To set up the Client Portal within the application, some preliminary setup to choose and customize what Clients are able to see and do within the portal. This article will walk through each of the steps users need to take in order to setup the Client Portal.
Initial Setup
Step 1: Change Permissions for Applicable Staff
This article will explain how to give Permissions for Client Portal and Messaging modules.
TIP: It is recommended to first give this permission to agency champions only, until you have had the chance to setup Client Portal and test it.
Step 2: Turn on the Module
If you have the necessary permissions but do not see the Client Portal Manager module in the application, ensure that Client Portal has been enabled for your agency. This is found in the Settings module > Setup tab under Miscellaneous.
If you have the necessary permissions but do not see the Messaging module listed in the application, contact Procentive support to request the Messaging module be turned on.
Step 3: Set up for your Agency
Review the Client Portal Settings article.
Step 4: Setup other related settings
Review the Other Settings for Functionality section within the Client Portal Settings article.
Review the Set Up Staff Availability article.
Step 5: Test invitation on a test Client & make needed modifications
IMPORTANT: Once a username is chosen in the registration process, it cannot be changed. With that in mind, it is not advised to use an email address as a username for the Client Portal.
NOTE: If the Client's email changes in the Client Portal Manager module, the email address will update on file in the Client Profile.
Review the Client Portal Manager - Invite Clients & Representatives to the Client Portal article.
NOTE: The same email address can be used for multiple accounts as it is only used for sending notification emails.
Review the Message Module article.
Step 6: Follow steps as the Client to register and log into the Client Portal
Review the following articles:
- Client Portal Setup: How to Video
- Client Portal Messaging
- Send Clinical Documents to Clients Using Client Portal
NOTE: When you test Client Portal for your agency using a fake client, be sure to log in to Client Portal in a different web browser than the one in which you are logged in to the product, otherwise the Client Portal page will error out. For example, if you are logged into the product on Internet Explorer and want to pull up Client Portal next to it, please log in to Client Portal using Google Chrome.
If you have only one web browser available, make sure that you have logged out of the product completely prior to logging in to Client Portal.
NOTE: There are two places from which you can kiosk blank clinical documents:
- Appointments module > click once on an appointment > click Have client fill out form at home/on kiosk link
- Clients module > kiosk link on the right side of the screen
There is one place from which you can kiosk already created clinical documents:
- Clinical/Charting module > locate the document > kiosk link on the right side of the screen