Path: Main Menu > Admissions Menu > Face Sheet
About
Portal access is given to clients through the Face Sheet (if your Agency is contracted for the Client Portal). You can create a portal account for the client or a representative that the client may need to give access to their information (e.g. family member, social worker, etc.). There is also an option to notate if the client refused a portal login so that your staff knows this client declined a portal login at future visits. Below you'll learn how to:
Add a Client Portal Login
- Navigate to the Face Sheet by following the path above.
- Search for and select the client, and click the Edit button.
- Scroll down to the Client Portal section, and click the Add Client Portal Login button.
Note: If the client refused a portal login, select the Client Refused Portal Login checkbox so that your staff can easily see the client has been asked but refused. |
- Enter the following information in the Portal Login window:
- Portal Username: This is what the client or representative will use to log in to the Client Portal.
- Password: Enter the password that will be used to log in to the Client Portal.
- Confirm Password: Reenter the password from above.
- Representative: Click this checkbox if the portal user created is a representative of the client.
- Active: This checkbox is selected by default and should be checked to allow login to the Client Portal.
- Click the Save button. The portal user is added to the Client Portal section.
- Provide the Portal Username and Password to the client or client representative.
- Repeat the above steps if you need to add additional portal logins for this client.
Note: The Agency Portal URL is displayed and can be provided to the client. Please note your Agency's URL is different than the example in the screenshot below.
|
- Click the Update button to save the changes to the Face Sheet.
Change a Client Portal Login to Inactive
- Navigate to the Face Sheet: Main Menu > Admissions Menu > Face Sheet.
- Search for and select the client, and click the Edit button.
- Scroll down to the Client Portal section, and click Edit.
- Deselect the Active checkbox.
- Click the Save button.
Note: If the portal user requires the login to be active at a later time, click the Edit button and select the Active checkbox on the Portal Login window. |
View Client Portal Changes
When a client portal account is created and/or any changes have been made, these changes can be viewed on the Client Portal and in NextStep.
Client Portal
- Log in to the Client Portal.
- From the Client Portal Navigation Menu, click Activity. The Client Action Log is displayed.
NextStep
- Navigate to the Document Center: Main Menu > Reports Menu > Document Center.
- Search for and select the client.
- Select the Case # radio button, and click the Open Case button.
- Locate the Face Sheet Change Log heading, and select Changes to this Client's face sheet radio button.
- Click the Open Form button.
- Set the filters for the report, and click the Apply Filter button.
The log displays all changes to the Face Sheet, including when a portal login was created and when the password was updated.
