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Client Portal Credentials
Need to know where to go to send a client portal invitation?
Perhaps you are looking to determine whether a client has set up their portal once the invite has been sent?
Read on to learn how to send or resend a portal invite, confirm if a client has fully registered, or how to assist with resetting a password.
Within the Article
Client Portal Invitation
For a client to have access to the client portal, the provider needs to set them up individually. There is also documentation that guides them through portal functionality. Feel free to pass along this downloadable save Client Portal Guide (PDF)
To activate the client portal login credentials for each client:
- Go to Clients (left menu)
- Click on the client name
- Look for the far-right menu
- Click (near the top) shown below:
⚠️ Can't find the buttons on the Right?
Due to screen space, smaller sized screens or mobile devices will find this menu at the very bottom of the client profile shown here:
- Once sent, the system will then send them an email to the default email address on file asking them to click a link to create an account.
- Here's a copy of what the client portal registration email looks like:
To verify the client has set up their portal, please see the section below.
The client portal's intended use is to be able to sign into the system and do various tasks on their own to make your job easier (only if enabled). Things like self scheduling appointments, joining telehealth, viewing/printing payment receipts or generated statements, completing online forms, updating demographics, sending messages, updating insurance information, etc.
Portal Verification
Verifying the client has set up their portal credentials takes just a couple of clicks!
- Go to Clients (left menu)
- Click on the client name
- Look for the far-right menu (underneath the buttons)
- If the client has fully completed the registration process, we show the client username:
All Examples:
| No Account Set Up: | Account Set up & Active | Account Set up & Disabled |
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| This is an example of a client that has not set up their account, here you can (re)send the portal invite. | This is an example of a client that has set up their account, note the username listed and blue toggle. | This is an example of a client that has a disabled account, note the username listed and grey toggle. |
If an account is disabled (grey), they won't be able to:
- sign into the portal (even with correct credentials)
- or complete a password reset
If this is the case, simply click the greyed out toggle to re-enable it (blue).
movie Video:
If there is no username present:
- That means they haven't fully set up their client portal account (username & password)
- To resend a portal invite, within the client profile on the right menu click (near the top):
- It is only valid for 48 hours for security reasons
- If expired (invalid link), it will need to be resent by staff
- It will come from Mail no-reply@therapyappointment.com
Reset Password
- Once a client has created a portal account, use the top right button, it replaces the send portal invite button once a portal account is set up by the client
- This sends the client an automated email with a link to reset their password
- Just be sure to confirm the client knows their username, since we do not display that to them.
info The password reset: