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This way you can practice sharing documents and preview intake forms you plan to send. Updating the order of documents presented in the Client Portal The intake forms and consent documents you share will be presented to your client in the order that you see at Settings > Client Portal > Shared Documents and … Visa mer Once your Client Portal is set up, you can create a new client and select the Paperless Intake forms you want to send to them through the Client Portal. Here's how: 1. Click + … Visa mer When you share documents with a client or a contact for the first time, they’ll be sent the Welcomeemail with a link to log into the Client Portal. To customize this Welcome message: 1. Navigate toSettings > Client Portal > Emails … Visa mer To resend the Client Portal invitation email to your client: 1. Navigate to the client's Overviewpage 2. ClickEdit > Client Portal 3. Under Client Portal Access, check the box forResend email … Visa mer You can check on whether your new client has opened the Welcome email and logged into the Client Portal. To do this: 1. Navigate to your client's Overview page 2. Click Edit > Client … Visa mer WebbOur therapy resources have helped thousands of your peers get better at their jobs. Get the latest in your inbox. Webb21 jan. 2024 · 1. Choose this template Start by clicking on "Fill out the template" 2. Complete the document Answer a few questions and your document is created automatically. 3. Save - Print Your document is … shark cordless stick vacuums sale