Client Portal: My Profile Menu
The Client Portal My Profile brings the user to quick access points related to 'Settings', 'Message Reminders', 'Saved Credit Cards' and more.
Within the Article:
Within the Personal Information section clients manage profile basics that include: name, gender, marital status, and employment details.
Details such as phone and email addresses, along with emergency contacts, are managed within Contact information.
Setting the time zone allows for accurate information related to appointment scheduling. Portal reminder settings are also accessed and edited within Settings. Click Enable to define reminders.
Saved Credit Cards
Manage payment credit cards on file within the Saved Credit Cards section, offering ways to to specify which (if any) Provider is associated with a specific credit card payment.
Client Portal Login
Need to create or update the Username and/or Password login information for the portal?
- Manage portal login credentials by navigating to the Client Portal Login section
- Enable Two-Factor Authentication to offer additional account security
- Manage/View Service Agreements