PERMISSIONS REQUIRED: You must have Organization Administration permissions to save a Default Message and Intake Form Selections for Portal Invitation Emails.
Staff and therapists can send portal invitations that include intake forms, but only users with Organization Administration permissions can save a Default Message and Intake Form Selections for future portal invitation emails.
To save settings in a portal invitation for future use, click the Save Default Message and Intake Form Selections checkbox at the bottom of the invitation message in Client Portal settings.
NOTE: Users without Organization Permissions will be able to change the message and intake form selections when creating a new portal invitation, but the changes will apply only to that email and won’t affect future emails.
NOTE: Saving a default message and intake forms selections for portal invitation emails does not effect Default Intake Form settings for the practice. For more information, see Set Default Intake Forms.
- Click Organization in the side menu.
- Click Client Portal.
- Click the Settings tab.
- Scroll down the the Manage Clients section.
- Select one or more of the Client Checkboxes.
- Click the Invite to Client Portal button.
- Edit the invitation message and select intake forms to send with the invitation
- Click inside the message to edit the message text.
- Click Available Placeholders to insert them into the message.
- Click the Intake Form checkboxes to select those forms.
- Click the Save default message and intake form selections checkbox to save the settings for future use.
NOTE: The Save default message and intake form selections checkbox is only available when you send the portal invitation email from the portal settings page. It is not available if you send the invitation from Client Details.
- Click Preview Invitation.
- Click Invite to Client Portal.
NOTE: You must send the invitation to the client for the settings to save.
