The Client Dashboard provides a snapshot of the Client's account, as well as providing access to their Patient Portal and credentials.
Access Client Dashboard
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Open appropriate Client.
- Click Client Dashboard from the General section of the menu on the left.
Dashboard Overview
- The Event Feed shows recent events that have happened to that Client's account such as who last viewed their profile, assessments that were created, changes to their profile, etc.
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- To add or change the Client Photo, click the image and select the appropriate photo.
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- The Client Overview provides pertinent information about their account and policy.
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- Upcoming Appointment shows information about any upcoming appointments.
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- Patient Portal Access provides their account credentials to their Patient Portal.
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- Authorized Users shows the family members that Client has allowed to have access to their Patient Portal records.
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- Add New User is where you add the Client's approved family members.
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