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.