Resending portal link
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How to re-send the portal link to an existing client who accessed it in the past (but can't find the email now)?

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    Catherine Pagano

    Yes I have the same question, for a contact of client who is paying bill.

     

    Yes I have the same question, for a contact of client who is paying bill.

     

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    Ruth

    Hi Victoria and Catherine,

    If you'd like to resend a link to the Client Portal, please enable Secure Messaging and send them a message with the Client Portal link. To enable Secure Messaging for your practice, go to Settings > Secure Message. Next, copy the Client Portal link from Settings > Client Portal and go to the client's file, click the messaging icon to the right and paste the Client Portal link in the message. Instruct your client to bookmark the link for ease of access.

    For a Contact, go to the client's file > Edit > Contacts > Manage > Manage Client Portal & Billing > check the box for Secure Message > Save. Now you can go back to the client's Overview page, hit the messaging icon and select the Contact and paste the Client Portal link in the message. You can also instruct the Contact to bookmark the Client Portal link. 

    Hi Victoria and Catherine,

    If you'd like to resend a link to the Client Portal, please enable Secure Messaging and send them a message with the Client Portal link. To enable Secure Messaging for your practice, go to Settings > Secure Message. Next, copy the Client Portal link from Settings > Client Portal and go to the client's file, click the messaging icon to the right and paste the Client Portal link in the message. Instruct your client to bookmark the link for ease of access.

    For a Contact, go to the client's file > Edit > Contacts > Manage > Manage Client Portal & Billing > check the box for Secure Message > Save. Now you can go back to the client's Overview page, hit the messaging icon and select the Contact and paste the Client Portal link in the message. You can also instruct the Contact to bookmark the Client Portal link.