Secure Client Portal Welcome Message

Set a welcome message that new clients will receive upon their first portal login.

1. From the home page, click the speech bubble icon.
2. Click the Settings button on the top right.
3. Select the Other tab.
4. Check the box labeled I want clients to receive an automatic welcome message when they login for the first time.
5. In The Welcome Message will come from dropdown menu, you may select the Client's Practitioner, or another practitioner in the practice.
6. Type your message in the Welcome Message text box.
7. Scroll down to click Save.