Using the Client Portal

Every account at Sessions Health comes with a client portal to help automate and streamline intake, collect credit card information, communicate securely, share documents, collect e-signatures, and enable online booking of appointments. You’ll set your own customized URL for your clients to login. See our Configuring the Client Portal video tutorial to get setup. 

Inviting Clients to the Portal

Sessions Health is designed so you can add very little client information if you wish to collect that information from the client through your portal. Whether you have a new client or have moved over from another EHR, we recommend inviting all clients to your portal. 

For details on inviting client to the portal, see our Invite a Client to the Client Portal article or Adding New Clients and Inviting them to the Client Portal video tutorial.

Sharing Forms and Documents Through the Client Portal

Occasionally, there may be new forms or documents to share with your clients. Sharing a new form or document will notify your client by email that there's a new document to review.

Sharing a Form Through the Client Portal

If you've created a new consent or intake form that you'd like to share with a client, go to Clients > [Client Name] > Portal and click Edit. From there, you can check the new form you'd like to share. Click Save to share the document with your client and notify your client it's been shared.

Sharing a PDF Document or File Through the Client Portal

We recommend sharing assessments, intake forms, and questionnaires by creating custom forms and sending those to your clients to fill out. This save both you and your clients time and hassle with printing paperwork, scanning, and uploading. 

However, there may be instances when a PDF or other document type is needed to share with your clients and clients might want to share documents with you. To share a document, go to Clients > [Client Name] > Portal and click Edit. Scroll to the bottom and find the Shared Document section. Click Add and follow the instructions to upload an attachment. 

Click Save to share the document with your client and notify your client it's been shared. For more details, view the Share a Document Through the Client Portal video tutorial.

Client Uploads

By enabling client uploads, you are allowing your client to share files with you through the client portal. Once logged in, your client will go the the Document & Forms tab and scroll down to the My Uploads section. They can then click Add to upload a new document.

You can access any client uploaded forms by going to Clients > [Client Name]. In the right section of the client profile, scroll down to the Files area. You'll see those documents under Uploaded by the Client.

Secure Messaging

If you've chosen to enable secure messaging through the portal, you can communicate through your client portal, which is HIPAA compliant. To do this, simply click in the conversation icon in the upper right corner of the application and click on the edit icon. 

If a client responds or messages you, secure message alerts will appear in the application. 

See Secure Messaging Video Tutorial for more details.

Online Booking

We enable online booking through your portal for both current and new clients. You can choose the services, duration, your availability, and other settings. See Online Booking Using the Client Portal support article for more details.

Putting it All Together

The client portal is essential for you to streamline your practice and save you valuable time. We recommend you invite all your clients to the client portal, and re-deliver the invite if needed. Not only will this help you, your clients will appreciate being able to see upcoming appointments, sign documents, fill out assessments, and more. To view your client's experience, view the Client View of the Client Portal video tutorial.

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