Client Portal: How do I send link to client
Answered

I would like to know how to link a client to their portal in simple practice. Is there a way to get them access to their account at any time?. 

Right now, I need to direct a client into their portal, to view and update information. Previously, I have used the "share" option to have them update information. But if I need the client to just make sure that they can login - how do I send them the access link ?. 

10 comments

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    Gillian

    Hi Erin, you can find your Client Portal link under My Account > Settings > Client Portal. You can share this link with clients in a quick Secure Message so clients can easily access the Portal. Some of our customers choose to add a link to their Portal in their email signatures and on their website so the Client Portal link is easy for clients to locate. 

    Hi Erin, you can find your Client Portal link under My Account > Settings > Client Portal. You can share this link with clients in a quick Secure Message so clients can easily access the Portal. Some of our customers choose to add a link to their Portal in their email signatures and on their website so the Client Portal link is easy for clients to locate. 

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    Erin Frazier-Maskiell

    Thank you Gillian ! (how the heck do you respoind to all these inquiries so quickly? - super woman) lol. 

     

    How would we add that link to our practice email? 

     

    Thank you Gillian ! (how the heck do you respoind to all these inquiries so quickly? - super woman) lol. 

     

    How would we add that link to our practice email? 

     

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    Gillian

    Hi Erin, happy to help. If you use email outside of SimplePractice you can simply add the Client Portal link under My Account > Settings > Client Portal to your email signature. Or, you can edit the Client Portal Emails under My Account > Settings > Client Portal > Emails to add your Client Portal link for easy access.

    Hi Erin, happy to help. If you use email outside of SimplePractice you can simply add the Client Portal link under My Account > Settings > Client Portal to your email signature. Or, you can edit the Client Portal Emails under My Account > Settings > Client Portal > Emails to add your Client Portal link for easy access.

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    Erika Gray

    Hi,

     

    I would like to know if there's a way we can send an invite link (video call) to clients via text messages. Many of my clients only have access using their cell phones.

     

     

    Thank you,

     

    Erika

    Hi,

     

    I would like to know if there's a way we can send an invite link (video call) to clients via text messages. Many of my clients only have access using their cell phones.

     

     

    Thank you,

     

    Erika

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    Sarah Thompson

    Gillian... I am a clinician set up by our practice mgr and am told I have "Full Client Access" in my team settings. I DO NOT see Client Portal under My Account, Settings. I only see Basic Info, Notifications and Calendar in the left margin of Settings. 

     

    Am I looking in the wrong place?  Or do my settings need to be changed by the administrator?

     

    Thank you!

    Gillian... I am a clinician set up by our practice mgr and am told I have "Full Client Access" in my team settings. I DO NOT see Client Portal under My Account, Settings. I only see Basic Info, Notifications and Calendar in the left margin of Settings. 

     

    Am I looking in the wrong place?  Or do my settings need to be changed by the administrator?

     

    Thank you!

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    Teri Karjala

    Sorry about that Sarah T... I'm looking in your team member settings and cannot figure out how your and the other's access or settings need to change in order to see/edit/save your client portal url. 

    Hopefully we get an answer here soon!

    Teri

    Sorry about that Sarah T... I'm looking in your team member settings and cannot figure out how your and the other's access or settings need to change in order to see/edit/save your client portal url. 

    Hopefully we get an answer here soon!

    Teri

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    Gillian

    Erika, happy to help. All you need to do is click the appointment on the Calendar, click "Copy Link," and text it to clients outside of SimplePractice. SimplePractice cannot currently send text messages automatically that include the Video URL. 

    Teri, all you need to do is adjust Sarah's access to Clinician with Administrator Access for her to access the Client Portal settings.

    Erika, happy to help. All you need to do is click the appointment on the Calendar, click "Copy Link," and text it to clients outside of SimplePractice. SimplePractice cannot currently send text messages automatically that include the Video URL. 

    Teri, all you need to do is adjust Sarah's access to Clinician with Administrator Access for her to access the Client Portal settings.

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    Teri Karjala

    Gillian... the reason I wanted all our therapists to have access to their client portal was so they could Save/Copy their client portal url.

    I just realized there is can only be 1 Client Portal url - and I set it yesterday to MY OWN First-Last name. Oops. #FacePalm I thought each therapist sets/has their own client portal  url. 

    Learning as I go... we're newer to SP.  

    Is there any way for me or SP to change my Client Portal url? Logically, it should have our Company Name in the url vs one of our therapist's name.

    Any direction would would be awesome. Thx!

    Edited by Teri Karjala

    Gillian... the reason I wanted all our therapists to have access to their client portal was so they could Save/Copy their client portal url.

    I just realized there is can only be 1 Client Portal url - and I set it yesterday to MY OWN First-Last name. Oops. #FacePalm I thought each therapist sets/has their own client portal  url. 

    Learning as I go... we're newer to SP.  

    Is there any way for me or SP to change my Client Portal url? Logically, it should have our Company Name in the url vs one of our therapist's name.

    Any direction would would be awesome. Thx!

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    Dorlene Dowl

    I am set up to receive payments. How do I send a client a notification/portal link to pay?

    I am set up to receive payments. How do I send a client a notification/portal link to pay?

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    Lynn Victory

    I seem to only be able to access a "share link" on the website login.  I cannot find the same function on my app?  What am I missing?

    I seem to only be able to access a "share link" on the website login.  I cannot find the same function on my app?  What am I missing?