Managing Client Portal for Couples or Families

Are you treating minors with divorced or high conflict parents? Do you provide couples therapy?

Read on to find our suggestions about how to manage the client portal.


In this Article:

Single client portal account

In many circumstances, couples in treatment or the parents of a child being treated can share a single login for the patient portal.


group Client Portal Breakdown:


Each client profile has a single portal username.

If this username is shared with other family members to use, they would be able to view information such as:

  • Ability to complete, sign, view and print completed forms (you could see your family member’s answers to these forms)
  • Demographics, including phone numbers, emails, reminder preferences, address, cards on file, etc
    • This includes client portal details: updating the username or password
  • Sent / received messages (if enabled)
  • Insurance information (if enabled)
  • Any upcoming appointments
  • Pay a bill (if enabled)
  • View billing DOS details, receipts, and statements (if enabled)

Related article: Client Portal: Overview (including a PDF)


If both members of the couple/parental unit need to e-sign forms, duplicates of forms can be provided in that portal for them to sign, or you can create online forms, we support unlimited e-signature fields in each form.

Multiple client portal accounts

However, in other instances when you have high-conflict couples or parents, separate portals can be used for collecting documentation as follows:

group Couples:

Create each member of the couple as individual patients and invite them to the patient portal to sign documents online. Then proceed to review this help article about how to write the session note: Couple or Family Charts

account_child_invert Parents:

Typically you may need both parents to sign forms, and then designate only one member of the parental unit to manage the scheduling and receive the invoicing.

  1. Create a patient and enter parent #1's email, which will send the invitation to parent # 1's email
  2. Create an identical patient and enter parent #2’s email, which will send the invitation to parent # 2's email
  3. Once both parents have completed the forms, you can then merge the two identical patients together, whichever parent you choose to keep will then have control over scheduling/payment
Article: Client Merging

Note: In order for the other parent to get appointment reminders about the session, be sure and set up reminders in the combined patient profile and add the phone or email to the primary client profile.