Add a new idea Subscribe
Status Completed
Categories Clients & Groups
Created by Guest
Created on Nov 14, 2017

RELATED IDEAS

Display if client is active in client portal in client details

Indicate if a client has an active account in the client portal in their client details.
App Type Provider App
  • ADMIN RESPONSE
    Aug 23, 2024
    We've released an improvement that displays whether a client has an active Client Portal account in your organization. This label is displayed on the client's Details page. If a staff member has admin level permissions, the label is clickable and directs to your organization's Client Portal Settings page.
  • Attach files
      Drop here to upload
    • Guest
      Reply
      |       Aug 27, 2018
      Could not agree more, we need to be able to invite a client to the portal FROM HIS DETAILS PAGE!
    • Guest
      Reply
      |       May 15, 2018
      Add a button to the client intake near the Email to "invite" this way as we enter new client information we just "invite" and continue data entry.
    • Guest
      Reply
      |       Mar 29, 2018
      To each new client as part of the form, instead of just on the back organization. It woudl be convientient to "send" the invite as we are entering in the new client info.
    • Guest
      Reply
      |       Sep 5, 2017
      Please allow an option to invite a client to the client portal from their client account screen.