About Read-Only Accounts

If your PracticeQ account is in Read-Only status, here is what you can and cannot do:

Abilities of a Read-Only Account

• Staff can view the account
• Staff can export data to CSV or PDF as usual
• Staff can view portal messages
• Clients can send messages in the secure client portal
• Clients can complete forms previously sent to them
• Clients can pay previously issued invoices

Limitations of a Read-Only Account

• Staff cannot create/edit form templates
• Staff cannot send forms to clients
• Staff cannot reject questionnaires
• Staff cannot send/modify/edit forms, notes, invoices, or templates.
• Staff cannot disable forms
• Staff cannot unsend forms
• Staff cannot reply to client portal messages
• Staff cannot edit portal settings if they had self-registration enabled