Secure Client Portal Features

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

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

Ensure you have set up your client with portal access. You can allow your clients to register themselves, or invite them manually to the portal. For more information on this, see the following articles:

• Invite a Client to Your Client Portal
• Enable Client Portal Self Registration

Portal Settings

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

Available Features

• Allow clients to book appointments in my portal: This option will give your clients the ability to schedule appointments directly from the portal. It adds 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 option 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 option will allow your clients to view any past invoices issued to them, or give them the ability to pay outstanding invoices. When paying invoices, clients are able to use a previously stored credit card on their account.
• Allow clients to print their superbills in my portal: This option will let your clients 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 will display any past or upcoming appointments for your clients in the portal. This gives them the ability to cancel and reschedule upcoming appointments. It will also show any service packages your clients have signed up for, and allow 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 option 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 are able to 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 option 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 option 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 with all of the options described above enabled.

A few additional notes in regards to the functionality your clients have in this portal:

• 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.