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Client Portal Settings

client-documentation

The Client Portal Greeting Message is the first text your clients see immediately after they log into their secure portal dashboard. This function allows administrative staff to update this message to provide timely information, friendly welcoming notes, and crucial reminders.

  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. Save and Publish: Click "Save" or "Apply Changes." The new greeting message will instantly replace the old one for all active clients upon their next login.

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".