Permissions: Organization Administrators can subscribe Therapists to the Client Portal.
If you would like to utilize our additional Client Portal features (Secure Messaging and Client Self-Scheduling), you will need to subscribe desired Therapists. These additional features are $6 per month, per Therapist. Once you have subscribed your Therapist(s) you will need to enable these features in your Organization Settings.
NOTE: By default you will be able to access the Client Portal with your My Clients Plus Subscription. At this default level, you will be able to have Clients update their demographics and billing information, complete Intake Forms online, and make payments online (via our integrated credit card processing).
Add Therapist to Client Portal
IMPORTANT: When your subscription is changed mid month (or mid year), we do not automatically charge you on that Subscription change date - we wait to charge you until your Renewal Date, which you can see on your Manage Subscription page. At that time you are credited for any unused time on the previous plan, charged for remaining time on the new plan, and then charged the full amount for the upcoming month/year. My Clients Plus subscriptions are charged in advance for the month to come.
- Click Organization in the primary navigation bar.
- Client Portal from side menu.
- Click Subscription tab.
- In Add Staff search field, search for and select the Staff Members you want to grant access.
- Staff Member displays as Added.
- Click Update Subscribed Staff List to save Changes.
Added Therapists can now access and send Secure Messages and have Clients Self-Schedule.