Collecting and adding testimonials

A testimonial from a client or colleague can be a valuable tool for prospective clients seeking a new mental health or wellness practitioner. A client testimonial on your Professional Website can provide helpful insight into the services you provide, while a colleague testimonial can give credit to your professional expertise.

Asking for testimonials isn’t a breach of ethics, as long as you properly obtain consent from your clients and colleagues and post their reviews in compliance with HIPAA.

In this guide, we'll cover:

• Collecting testimonials
• Adding testimonials to your Professional Website

Note: To learn more, see The ethics of using client testimonials to market your practice on our blog.

Collecting testimonials

Testimonials can be collected from clients or colleagues using the appropriate Testimonial Release Form.

Collecting testimonials from clients

To collect testimonials from clients:

1. Navigate to Settings > Documentation > Template library
2. Click Browse pre-built templates

3. Under Intake forms, locate the Testimonial Release Form - Client
   • There are two versions of this template:
     • Testimonial Release Form - Client (Name Disclosed): For clients who are willing to include their first name and last initial with the review
     • Testimonial Release Form - Client (Name Not Disclosed): For clients who have requested their name be withheld
4. Select + Add to add it to your template library

After confirming your client is willing to provide a testimonial, ask whether they’d like to disclose their name. You can then share the appropriate Testimonial Release Form with them through the Client Portal.

Note: For more information about using the template library, see Using pre-built templates and your template library. To learn how to send documents via the Client Portal, see Sharing a form, document, or uploaded file with a client or contact.

Collecting testimonials from colleagues

To collect testimonials from colleagues:

1. Navigate to Settings > Documentation > Template library
2. Click Browse pre-built templates
3. Under Intake forms, locate the Testimonial Release Form - Colleagues
4. Select + Add to add it to your template library

After confirming your colleague is willing to provide a testimonial, create a client named Colleague Testimonials and add your colleague(s) as contacts.

1. Click the + button at the top
2. Select Create client

3. Name the client Colleague Testimonials
4. Click Continue
5. Navigate to the client’s Overview page
6. Click Edit > Contacts > Add Contact
7. Select +New Contact

8. Enter their name
9. Set Other as the Relationship type

10. Enter their email address and select Email OK from the Permission dropdown
11. Click Save
12. Repeat for additional colleagues as needed

Next, grant your colleague(s) access to the Client Portal:

1. Click Manage > Manage Client Portal & Billing
2. Check Allow Client Portal access

3. Edit the Client Portal invitation email
4. Click Save
5. Return to the client’s Overview page
6. Click Share
7. Select the colleague and uncheck all documents except Testimonial Release Form - Colleagues
8. Edit the email as needed and share the form

This workflow allows colleagues to complete the testimonial via the Client Portal.

Note: You can add an unlimited number of colleagues as contacts to the Colleague Testimonials client profile.

Adding testimonials to your Professional Website

After a client or colleague completes the Testimonial Release Form, you can find the completed form on their Overview > Files tab. Open the form and copy the testimonial text.

To add the testimonial to your Professional Website:

1. Navigate to Marketing > Website and domain > Edit website
2. Select Edit Website > Sections
3. Toggle Testimonials on

4. Click Save Changes
5. Scroll to the Testimonials section
6. Click Edit
7. Paste the testimonial text
8. Specify who provided the testimonial

9. Click Save Changes
10. Select Publish in the upper right corner

Note: You can add up to 3 testimonials to your Professional Website.