This article explains how your providers can set up and access their profiles in client portal.Setting up Profile:
A. To get started, you'll need to create a staff profile. Follow the steps outlined in this linked article to create a new staff.
B. After you've created the profile and added all the necessary details, go to the staff's profile by clicking on the "Staffs Tab" in the navigation bar and selecting their name. Once you've accessed their details, click on the "Staff Portal" menu. You can learn more about this in this linked article.
(Fig 2)
Sharing the Portal Link:
1. Share the portal link with your patient via email by clicking on the "Send Invitation" button. The email addresses that you provided during patient creation will automatically appear. You can see the status of their 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)
2. Your staff 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)
3. Once they've set up their credentials, they can log into their account by entering their email address and password.
(Fig 5)
Changing Password:
In case your client forgets their password, they can reset the password using two ways.
1. 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, you can provide them with a link to change their password. Access the staff profile in the admin account and locate the "Staff Portal" tab. Choose an expiration date for the link and click on "Generate Link." You can then share it with them by copying it and sending it in a message/email or sending it directly to their email. They can reset their password by clicking on the link, and they will then be able to log in.
(Fig 7)