How to Share Notes Using the Client Portal
Sharing your treatment notes with your clients through the secure client portal is easy. Just follow the steps below:
- Click on the speech bubble icon on the top menu bar.
- Select the client on the left side bar or invite the client if they are not in the list yet.
- Click on "..." under the text box and select "Share Document".
- In the popup, select the note from the dropdown list and click on the "Send Form" button.
Your client will receive a notification that there is a pending message waiting for them and be asked to log in to your client portal, where the document will be waiting for them.