Path: Main Menu > Admin Tools Menu > System Setup (Supplemental)
About
Your Agency has the ability to add or remove access to particular areas of the portal for both clients and their representatives. A representative may be a parent or could be a social worker, etc. You can give access to the following areas of the portal:
- Documents: This menu option allows clients/representatives to access Signable Forms, Editable Forms, CCDAs, and Patient Education that has been shared to the portal.
- Billing: This menu option allows clients/representatives to see their current balance, add a debit/credit card to save on file, make payments and view their payment history.
- Medications/Diagnoses: This menu option displays any primary or secondary diagnoses that have been entered in the Diagnosis widget and also shows Active and Inactive medications for the client.
- Messages: This menu options allows clients/representatives to send and receive messages from your Agency.
- Appointments: This menu option allows clients/representatives to view, confirm, reschedule, or cancel upcoming appointments.
- Action Log: This menu option allows clients/representatives to view their activity history on the portal.
Assign or Remove Portal Menu Permissions
- Navigate to System Setup (Supplemental) by following the path above.
- Select Client Portal Configuration.
- In the Allow Client and Allow Representative columns, select the checkboxes for the menu permissions you would like for your clients and representatives to have or deselect a checkbox to remove a permission.
- Click the Save Changes button.