Share Treatment Notes Using the Client Portal

Safely share treatment notes with your clients through the secure client portal in PracticeQ.

1. From the home page, click the speech bubble icon.
2. Open the client thread by clicking their name from the left side bar. If they have not yet joined the portal, invite them.
3. Within the client's messaging thread, click the three dots icon under the message box.
4. Select Share Document.
5. In the Send Document to Client window, select the note from the dropdown list. Add instructions, if needed.
6. Click the Send Document button.
7. Your client will receive a notification that there is a pending message waiting for them. They will be prompted to log in to the secure client portal, where the document will be waiting for them.