This article explains how your clients can set up and access their profiles in client portal.

Steps to be done by the Admin
1. Setting up Profile:

A. To get started, the admin will need to create a patient profile. Click on the plus icon on the dashboard screen and follow the steps outlined in this linked article.

(Fig 1)

B. Once the profile is created and includes all the necessary details, go to the patient's profile by clicking on the "Patient Tab" in the navigation bar and selecting their name. Click on the "Patient Portal" menu. You can learn more about this in this linked article.

(Fig 2)

2. Sharing the Portal Link:

1. Share the portal link with the client via email by clicking on the "Send Invitation" button. The email addresses that were provided during patient creation will automatically appear. The admin can see the status of the client's account setup on the screen. TherapyPMS will inform you if the portal signup has been initiated (Fig 3.1), if it's yet to be signed up (Fig 3.2), or if they are already signed up (Fig 3.3). 

(Fig 3)

(Fig 3.1)

(Fig 3.2)

(Fig 3.3)

Steps to be taken by the client
1. Accessing the Client Portal 
a. The client will get an email with a link to sign into their account and set up their credentials. They should click on the link in the email, enter their password twice, and click on "Create Account". 

(Fig 4)

b. Once they've set up their credentials, they can log into their account by entering their email address and password. 

(Fig 5)

2. Changing Password:

In case your client forgets their password, they can reset the password using two ways. 

a. Self-Service: They can click on the "Forgot Password button" on the login page, and enter the email address used during account creation. A verification code will be sent to their email and on inputting the code, they can enter their new password twice and log in securely.

(Fig 6)

(Fig 6.1)

2. Admin Assistance: Alternatively, the admin can provide them with a link to change their password. Access the patient profile in the admin account and locate the "Patient Portal" tab. Choose an expiration date for the link and click on "Generate Link." The admin can then share it with them by copying it and sending it in a message/email or sending it directly to their email. The clients can reset their password by clicking on the link, and they will then be able to log in.

(Fig 7)