Client Portal allows you to send a Client Intake Forms and accept Appointment Payments (if you have Credit Card Processing enabled). Settings and Features are set at an Organizational Level but once enabled you can turn features on and off at the Client Level.
Jump to Section [Organization Client Portal Settings Glossary] [Settings at Client Level]
Setting Definitions
Client Portal Settings are Organization wide, but can be turned off at the Client level if desired.
- Click on Organization in the primary navigation bar.
- Client Portal from the side menu. Client Portal Settings display at top.
- Toggle Settings On and Off as desired. See Setting definitions below.
Allow Payments through Client Portal
|
If you have enabled Credit Card Processing with WebABA, you can toggle this ON to allow Clients to pay for Appointments within their Client Portal. IMPORTANT: This will be greyed out if you have not enabled Credit Card processing with WebABA. Related Articles:
|
Display Insurance Info
|
If you enable this setting (ON), Clients will be able to add, view, and/or update their Insurance information via the Client Portal. The tab at the top of their Client Portal will be called Billing & Insurance Info. If turned OFF, only the Therapist will be able to add/update Client Insurance information. Related Articles:
|
Allow Secure Messaging through Client Portal
|
If you enable this setting (ON), Therapists will be able to send Secure Messages to their assigned Clients from the envelope icon to the Client's Portal. Related Articles:
|
Allow Clients Self-Scheduling through Client Portal
|
If you enable this setting (ON), Clients will be able to self-schedule appointments with assigned Staff Members via the Client Portal. Therapist will then have the ability to accept or decline Appointment requests via the Calendar icon. If this is enabled (ON), set your Organization wide settings for two additional features.
Related Articles: |
Allow Clients to Add New Insurance Payers
|
If Display Insurance Info setting is enabled (ON), when Client's add new Insurance Information, if their Insurance is not listed, they will be able to add a new Insurance/Payer. This feature is rarely used. IMPORTANT: The Insurance Payer they add will be added to your WebABA system. |
Allow Client Portal Access for Client Contacts
|
Client Contact Network allows Client Contacts the ability to access a Client Portal Account to complete Forms, make payments and/or schedule Appointments for the Client through the Client Portal. A Client Contact Network can be used for parents or guardians to manage minor family members and other situations where one individual is responsible for another's care. Related Articles: |
Hide location address on intake forms
|
Location address is shown on intake forms if I provide mainly telehealth services and I don't want clients knowing my home address, or for other reasons. Related Articles: |
Set Client Portal Settings at the Client Level
Once you have set Organization wide Client Portal Settings, you can turn off specific settings for individual Clients who are using the Client Portal.
- Click on Organization in the primary navigation bar.
- Client Portal from the side menu.
- Scroll to Manage Clients section. Clients using the Client Portal display.
- Locate appropriate Client and turn on or off desired Setting.
