Client Portal Settings

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Access Client Portal Settings

Use Client Portal Settings to manage organization-wide portal preferences, client notifications, access, self-scheduling, and sign-up options.

1. In the side navigation, click Organization.
2. Click Client portal.
3. Click the Settings tab.
4. Configure the available Client Portal settings.
5. Configure Client Notification Settings, manage clients, or access Client Shortcut Links, as needed.

   

    

   

6. Click Save to apply your changes.
    

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Review Client Portal Settings

The following settings are available:

• Allow client payments in Client Portal: Allows clients to make payments through the portal.

• Allow secure messaging in Client Portal: Allows clients to send secure messages to their Provider.

• Allow clients to self-schedule in Client Portal: Allows clients to request appointments through the portal.

• Allow clients to request appointments only with their assigned providers: Limits clients and contacts to requesting appointments with providers assigned to them. Clients without an assigned provider can request an appointment with any eligible provider.

• Allow clients to schedule an appointment within 24 hours: Allows clients to request an appointment within a 24-hour window.

• Allow clients to cancel or reschedule an appointment within 24 hours: Allows clients to cancel or reschedule an appointment within a 24-hour window.

• Display insurance information: Displays the client’s insurance information in the portal.

• Allow clients to add new insurance payers: Allows clients to add insurance payers through the portal.

• Allow Client Portal access for client contacts: Allows client contacts to access the portal.

• Allow client signup on Client Portal: Allows clients to create their own portal accounts.

  NOTE: When this setting is disabled, you must send a client an invitation before they can create an account. The New Appointment Link and New Invitation Link client shortcuts are also unavailable.

• Hide location address on intake forms: Hides the location address on intake forms.

• Allow document uploads in Client Portal: Allows clients to upload documents through the portal.

• Allow sharing treatment plans in Client Portal: Allows treatment plans to be shared through the portal.