Parent Portal Setup

The Parent Portal allows your clients to log into the system and view their scheduled appointments, along with giving them access to session notes that they can sign if needed. In order to set up an existing client with access to the parent portal, please follow the steps below.

1. Go to Manage Client and select Client list (or use the search feature on the right side of the screen to select the client)

2. Select the edit button for that client.

3. Click the Portal Required checkbox, and then make sure that you enter a contact email and username for the client.

4. Save this information, then select the client’s name so that you are back on the Profile Summary page. You will now see a button to Activate Portal.

5. Once activated, a link will be sent to the email address listed for that client.

6. The client will need to select the link and will be prompted to create a password. 

7. Next the client will need to select “Login as client” from the sign in page.

8. Once the client logs in, they will be prompted to enter in answers for the security questions.

9. They can then view their profile, appointments, and are able to sign for sessions by clicking the View Session Note option.

10. Bulk signatures can be applied by filtering an appointment date range, selecting multiple sessions, and selecting Add Sign or Add Sign and Complete.

11. Please note that you can filter out sessions depending on if they are signed or not. If you click the checkbox and select filter it will only show sessions that have been signed, for the date of service ranger that you have selected.

12. If you leave the box unchecked, it will show you sessions that still need to be signed, and will not display any sessions that have already been signed.