How to Share Treatment Notes Using the Client Portal

Sharing your treatment notes with your clients through the secure client portal is easy! 

Just follow the steps below:

  1. Click on the speech bubble icon on the top menu bar.
  2. Select the client on the left side bar or invite the client if they are not in the list yet.
  3. Click on "..." under the text box and select "Share Document".

  4. 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.

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