How do I invite a patient/client?

Here's how to invite a patient/client to create a portal account:

Note: You must have the patient's/client's consent to have an invitation sent. 

1. While you're creating a new chart, or editing the profile of a current patient/client (who hasn't already been invited), you can click the checkbox to invite. If the patient has already been invited, you can learn about how to send re-invites here:  How do I re-invite a patient?

2. Be sure to click "Save" at the end!

That's it! If you have any questions, please contact us.

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