What is the Secure Client Portal?

The PracticeQ secure client portal is a platform that allows you to communicate with your clients!

Why is it called the secure client portal?

• It's HIPPA-compliant!
• Clients access the portal via a secure sign-in process.

How do I access the secure client portal?

• Click the speech bubble icon from your PracticeQ toolbar.

How do clients join the secure client portal?

You have two options. Learn more here.

• You can invite clients to the portal
• Clients can self-register for the portal.

What can staff do in the secure client portal?

• Send HIPAA-compliant messages
• Direct clients to the booking widget
• Share documents
• Send signature requests
• Send forms
• Send invoices
• Launch telehealth appointments

What can clients do in the secure client portal?

• Manage their credit card information
• Schedule appointments via the booking widget
• Review and sign documents
• Submit journal entries
• View invoices 
• Print superbills
• View their Fullscript prescriptions/lab recommendations

How does the portal work with minor clients?

• You have few options for your minor clients; learn more here.
• When clients age out of the parent portal, get guidance here.