Access to the client communication platform?

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kristin inglesby

• October 21, 2020 16:28

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  kristin inglesby

  • October 21, 2020 16:30

  I want to access the client communication platform to send appointment reminders to MY clients only (group practice) but the options are all grayed out. What level of access do I need?

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  Ruth

  • October 22, 2020 23:22

  Hi Kristin, you'll want to have your Account Owner change your permissions to be a Clinician with Administrator access in order to enable the Client Portal, or set appointment reminders for the practice. At this time, there's no way to enable these features based on a specific clinicians client caseload; however, your Account Owner, or a Clinician with Administrator Access can enable these features for the entire practice, then disable Client Portal access and client reminders for individual clients in their client files. Here's more on our appointment reminders: https://support.simplepractice.com/hc/en-us/articles/207625736-How-to-set-up-appointment-and-time-of-scheduling-reminders

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