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Can I limit client access to portal



  • Brienne (Brie) Pierquet

    Which information? There really isn't anything they can do that will mess you up. You can change the permissions for billing documents in each client's record. Just click "Edit" under their name (by where the DOB is, small print). You can adjust the permissions under the "Client Portal" tab. 

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  • Rita Rials

    Thank you Brie....

    Can I edit the "insurance payers" list, so that only the insurance companies that I accept appear in the selection box?

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