Secure Client Portal

Use the secure portal to send messages, files, and more to your clients.

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• Send Forms Using the Client Portal
• Set up Minor Client's Portal Under Parent/Guardian
• Share Files in the Secure Client Portal
• Share Treatment Notes Using the Client Portal
• Team Messaging Notifications
• Team Messaging: Create Channels
• Team Messaging: Instant Zoom Meetings
• Team Messaging: Reference Clients
• Unlock a Client Portal Account Due to Failed Login Attempts
• Use Message Snippets
• Video: Message in the Secure Client Portal (2 min)

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