Client Portal Overview for Therapists

The Client Portal is a HIPAA-compliant portal that you (as a Therapist) use to send Intake Forms and Secure Messages.

Your clients, will either receive a link or an invite email from you to create a Client Portal account. After they have created an account, they will be prompted to fill out the necessary Intake Forms.

Here are some related articles to help you with the Client Portal as a therapist:

• Intake Form Overview
• Enable Client Self-Schedule
• Manage Client Portal Appointment Notifications
• Enable Client Portal Features/Settings
• Request Payment via Client Portal
• Invite Clients to Client Portal
• Re-Invite Clients to Client Portal
• Therapist: Secure Messaging Overview