Portal Invalid Link
From time to time, staff members or clients may report not receiving their portal registration email, or another issue (invalid link error) when attempting to set up their account.
Please read on to check for the most commonly seen fixes for these issues, and the process explained!
Invite Expiration Times:
- Staff → 1 hour (enhanced security for accessing PHI)
- Clients → 48 hours
In this Article:
- Invalid Link: Client or Staff Login
- Email Not Received (or found)
- Invalid link: Resend Invitation
- Invalid link: Further Troubleshooting
Invalid Link: Client or Staff Login
This is what the email invite looks like:
Email Not Received (or found)
- Have a staff member confirm with the client their exact email address
- Check for any common misspellings or typos for the email address
- For example → .cmo or .net instead of .com
- Have the client search their inbox for an email from no-reply@therapyappointment.com
- It also may have been sent to their Spam or Trash
- Once the email is found by the client, they need to click the link within 48 hours to create their new username/password
Invalid link: Resend Invitation
To resolve this, go to:
- (left menu)
- Click on your client's name
- Click (right menu)
- Once the client client clicks the link, they're prompted for their DOB
- Required format is MM / DD / YYYY (2/2/4 characters)
- If it is not correct, they will not be able to proceed.
- Once the DOB is entered, you're prompted for creating your username & password
Still not working?
Verify with the client via secure communication what they are entering on the page, and manually compare it to their profile.
Is the DOB on file not correct?
We get it, mistakes happen!
- Edit the DOB with the top right button
- When finished click then have the client re-try with the same (or new) invite link:
Invalid link: Further Troubleshooting
Sometimes the issue is outside of our control, such as an email provider handling the link as a redirect in an odd way, or the page has been refreshed the page too many times (which would cause the page to display an invalid link).
Follow the same steps as above, and also perform the following:
- Have the client right-click on the link within the email to copy the link
- They will open a new browser window, and paste that address into the address bar
- Then hit Enter/Return (this should load the invitation properly)