Allow an individual to access multiple accounts under one client portal. I work with families and the parent should be able to access statements and appointment information for all members of their household by logging into one client portal account.
When we archive clients, even if it's only temporary, their client portal accounts are deactivated. The message that comes up when they try to access the portal makes our clients feel as though we've terminated services. Change the message that ap...
Add numerical pagination to client portal invite list
not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: ...
4
Completed
0
Completed
