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Client Portal Settings

Configure client portal settings, including access permissions, features, and customization options.

client-documentation
  • Updating Client Portal Greeting message

  1. Select Settings from the Navigation panel

  2. Select the Patient Portal Permission

  3. Scroll to Client Portal Welcome Message

  4. Click on Edit button

  5. Edit or update welcome message

  6. Click Save

What are macros and how do I use them?​


macros

Macros are short pieces of code or specific text tags that act as placeholders in a standardized message template. When the system sends the message or displays the welcome screen to an individual client, it automatically replaces the macro with the specific, accurate data pulled directly from that client's profile in the EHR.

  1. Access Settings: Navigate to the "Patient Portal Permissions" within your EHR's administrative dashboard.
  2. Locate Field: Find the field labeled "Client Portal Welcome Message".
  3. Draft and Edit: Enter your new text. Keep it concise.
  4. Insert the Macro: Instead of manually typing "Client Name," click on the {{client_full_name}} macro in the list, and the code will be inserted into your text.
  5. Click "Save".