Can I limit client access to portal

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Rita Rials

• February 13, 2023 23:46

Can I limit access to client portal for the purpose of securing that information is entered correctly?

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  Brienne (Brie) Pierquet

  • February 18, 2023 01:38

  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

  • February 21, 2023 00:29

  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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