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.

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.