Client Portal

Client Portal Setup - Provider

• Client Portal Overview
• Set Client Portal Settings
• Enable Secure Message Center for Organization
• Set Default Theraportal Documents

Client Portal - Provider

• Enable Client Portal for Client
• Email or Print Client Portal Credentials to Client
• Enable or Disable Secure Message Center for Client
• Share Document with Individual Client
• Reset Client Portal Password for Client
• Disable Client Portal Access for Client

Client Portal - Client

• Client Portal Overview - Client
• Log in to Client Portal - Client
• View your Details in Client Portal - Client
• Reset your Client Portal Password - Client
• Log Out of Client Portal - Client

Client Portal Appointments - Client

• Create Appointment in Client Portal - Client
• View or Cancel Upcoming Appointments - Client
• Telehealth Session Information from Client Portal - Client

Telehealth - Client

• Prepare for First Telehealth Session - Client
• Join Telehealth Session - Client
• Telehealth Session Actions - Client
• Re-Join Telehealth Session - Client
• Telehealth Troubleshooting - Client

Secure Messaging - Client

• View or Reply to Secure Message - Client
• Archive/Delete Secure Message - Client
• Send a Secure Message - Client

Client Portal Payments - Client

• Make a Payment in Client Portal - Client
• Manage Credit Cards in Client Portal - Client
• View Account History in Client Portal
• View Account Statements in Client Portal - Client

Client Portal Documents - Client

• View Shared Documents in Client Portal - Client
• Complete Documents from Client Portal - Client
• Upload Document in Client Portal - Client
• View Completed Documents in Client Portal - Client

Client Portal - FAQs

• How do I update my Details in the Client Portal?