Client Portal How-To Guides

The following guides provide your clients with walkthroughs for utilizing the features of their client portal.

How do I create a receipt/invoice/superbill within my client portal?
STEP 1: Navigate to the Payment & Invoices tab within my client portal. STEP 2: Click on the Generate Date Range Invoice button. STEP 3: Select the...
Mon, Jun 20, 2022 at 10:37 AM
How do I set up appointment reminders?
You can enroll in appointment reminders to be sent via text message within your portal.  STEP 1: Login to your portal and click on the Notifications tab. ...
Tue, Jul 12, 2022 at 7:54 AM