Secure Client Portal Features

PracticeQ offers a secure client portal that allows your clients to exchange messages with you, schedule appointments, view intake forms, pay for invoices, share documents, and more.

The video below gives a brief tour through the portal, its features and settings.

Registration Options

You can allow your clients to register themselves, or invite them manually to the portal. For more information on this, see the following articles:

Portal Settings

From the home page, click the speech bubble icon.
Click the Settings button on the top right.
Select the Portal Features tab.

Available Features

Allow clients to book appointments in my portal: This option allows clients to schedule appointments directly from the portal by adding a Book Now button that directly opens your booking widget in the portal. For more information on this, see the following article: Enable Your Booking Widget in the Client Portal.
Allow clients to view their forms in my portal: This allows your clients to view intake forms you have sent to them, as well as any forms they have submitted in the past. For intakes not yet completed, clients will be presented with an option to complete the form. For those they have submitted already, they will be able to open the PDF version of the form. For more information on sending forms to clients using the client portal, see the following article: Send Forms Using the Client Portal.
Allow clients to view their invoices in my portal: This allows your clients to view any past invoices issued to them and gives them the ability to pay outstanding invoices. When paying invoices, clients can use a previously stored credit card on their account.
Allow clients to print their superbills in my portal: This option allows clients to print superbills for any paid invoices, as long as the required superbill information is in place (diagnosis codes, procedure codes, etc.). For more information about superbills, see the following article: Create a Superbill.
Allow clients to view their appointments and packages in my portal: This option displays any past or upcoming appointments for your clients in the portal. It allows them to cancel and reschedule upcoming appointments. It also shows any service packages your clients have signed up for, and allows them to book the appointments that are a part of the package.
Allow clients to view shared documents in my portal: This option allows your clients to view any documents you have shared with them directly in the client portal. For more information on sending clients documents using the client portal, see the following article: Share Treatment Notes Using the Client Portal.
Allow clients to view signature requests in my portal: This allows your clients to view any signature requests you have sent them in the portal so they can easily sign-off on them as required. For more information on sending signature requests to clients, see the following article: Secure Signature Requests.
Allow clients to manage their credit card info in my portal: Clients can store their credit card information securely in our system. This option gives them the ability to manage their stored cards for use when booking appointments or paying invoices.
Allow clients to view and submit journal entries via my portal: This allows clients to submit forms designated as journal entries via the portal. For more information on the journal feature, see Use the Journals Feature.
Allow clients to view Fullscript prescriptions/recommendations entries via my portal: This allows clients to view supplement and lab order recommendations the practice has created for them in Fullscript. For more information, see Fullscript: Client Portal View.

Client View

Below is a basic view of what your clients will see upon logging in to their portal. All of the options described above are enabled and appear as options on the left and top menus.

Additional Client Functions

My Account: This option allows your clients to update their personal information directly through the client portal.
Send Message: This option allows clients to send you secure messages. This is a great alternative to email when clients need to share secure personal information or data. They can also share a file with you by clicking the three dot icon under the message box and selecting Upload File.