Client Portal Video Tutorials

Client Portal Video Quick Links


Configuring the client portal

This Sessions Health tutorial teaches you how to configure the client portal.

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Orientation to the client portal for clients

This Sessions Health tutorial introduces your clients to accepting client portal invitations, completing intakes, and using the client portal. We recommend sending this video to new clients to help them orient themselves. You may also view this video to understand the client's view of the client portal.

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Send new forms through the client portal

This tutorial explains how to send new forms or resend forms like the credit card authorization form through the client portal after clients have completed the intake process.

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Share a document through the client portal

This tutorial shows you how to share a document with a client through the client portal after they have completed intake.

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Secure messaging

This tutorial shows you how to use secure messaging including sending an appointment confirmation.

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