Articles
Assign and Remove Portal Menu Permissions for Clients and Representatives
Learn how to assign and remove menu options for clients/representatives for the Patient Portal.
Set Up Appointment Templates and Time Blocks for Self-Scheduling in the Portal
Learn how to configure Appointment Templates and Time Blocks to show for self-scheduling in the Client Portal.
Set Up Confirm and Cancel Appointment Statuses for the Portal
Learn how to set up portal confirm and cancel appointment statuses for the Scheduler.
Configure Note Types to be Viewed and Signed by a Client on the Portal
Learn how to configure Note Types to be viewed or signed by clients on the portal.