Can I limit client access to portal
Can I limit access to client portal for the purpose of securing that information is entered correctly?
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.
Please sign in to leave a comment.