Client Portal
ConceptOverview
The Client Portal (when enabled for your clinic) lets clients complete selected tasks online, such as reviewing forms or updating limited information.
::: note Portal capabilities vary by FICE configuration. Treat detailed feature lists below as a placeholder until confirmed for your clinic. :::
When is it used?
Staff may use portal tools to:
- Invite a client to the portal
- Resend an invitation
- Check whether a client has activated access
Typical staff workflow (placeholder)
- Open the client profile.
- Open Portal settings.
- Select Invite or Resend invite.
- Confirm the email address on file.
Screenshot placeholderClient portal invitation controlsAdd image under docs/public/images/
WARNING
Do not include PHI in invitation troubleshooting emails outside approved channels.
Related concepts
- Client Profile
- Consents
- Clinic Settings