Client Portal View: Intake
This article walks through the client experience after a client is invited to the client portal. You may also view and share our Orientation to the client portal for clients video.
Once invited to the portal, your clients will receive a invitation email.
After clicking on Accept Invitation the client will arrive on the account creation screen.
Email - this is filled in with the email in the client's record.
Password - The client must enter a password based upon the requirements.
Password confirmation - They must also confirm the password.
After creating an account, clients will be presented with any Consent Forms assigned. At the bottom of the first Consent form, they will need to enter their electronic signature and agree by checking a box. Once entered, the client will not need to enter their electronic signature on further forms, only check the box.
After signing all the Consent forms, clients will see a Let's get started message. Clicking the button will advance the intake process.
Name
Clients will then be presented with a wizard that will collect any demographic information selected at the time of the invite. The first section collects name information.
First Name - Client first name
MI - Client middle initial
Last Name - Client last name
Pronouns - Any pronouns the client wishes be used
Add Legal Name - If the client has a different legal name than their name, they may enter it after clicking the Add Legal Name button.
Additional Demographics
The client will fill out additional demographic information in the next step.
Birthday - Client's birthday
Sex - Client's sex
Gender Identity - Client's gender identity
Contact Information
The next step will ask the client to fill out their contact information. The Time Zone selection will determine what time zone to use for appointment reminders.
Contact Preferences
The final demographics step will ask clients to fill our their communication preferences.
Intake Forms
After entering demographic information, clients will be presented with any Intake forms selected. At the bottom of each form, clients may click the Skip link if they don't want to fill out a particular form at that time. When the final Intake form has been filled and signed, the Intake is complete.
Note: Answers are autosaved and if a client returns to a form, previous responses will have been filled in.
Incomplete Intake Forms
When required questions are incomplete, they will be highlighted in red. For those who have difficulty seeing the color red, the Save button tooltip will contain a summary of incomplete questions.
