Secure Client Portal: Best Practices

Below are the best practices for the Secure Client Portal, provided by the PracticeQ Support Team.

What should I do when a client is a minor and their parent/guardian needs to control their portal?

• Read this article for guidance: Set Up Minor Client's Portal for Parent/Guardian.

What should I do when a client has aged out and now needs their own portal?

• Read this article for guidance: Client Portal: Minor Becomes an Adult.

What are the differences between a parent portal and a client contact portal?

This article breaks down the differences between the two: Difference Between Parent Portal and Client Contacts.

I have enabled the appropriate features in my portal settings, but my client contacts still cannot view forms, documents, or manage billing in the portal. Why not?

You must also grant these permissions at the contact level:

1. Open the client timeline.
2. Locate the contact and click Edit.
3. Check off the Portal permissions you wish to grant the contact.
4. Click Save Contact.

What are some common mistakes practices make with the secure client portal?

• DO NOT use a client's email or account to create a portal for anyone but that client. Instead, add a contact for the client.
• DO NOT use multiple accounts for the same client in order to have multiple portals for different providers to use separately.
• DO NOT use the client's portal option for a parent or contact.
• DO NOT merge client accounts if the clients have portals.
• DO NOT use the same email for a client and an associated contact.