Help for Clients With the Ensora Portal

Hi ​@WholisticLivingGroup, thanks for your question! You don’t need to create your own document from scratch. We have a resource available that you can share with clients to help them navigate the portal and reduce the time spent on intake support.

Here’s the link to the Client Portal Overview article:

This guide walks clients through key steps like entering insurance and payment information, and it’s designed specifically for their view of the portal. You can include this link in your intake emails or share it directly with clients as needed.

If you’re looking for a video resource, we currently don’t have one available, but the article is comprehensive and should cover most questions. If you’d like, I can pass along your feedback about adding a video to our resources.