Client Portal Guides for Your Clients

Written by Phillip Ziff on February 7, 2018
client-portal-how-to

The SimplePractice Client Portal is a comprehensive, self-service resource for your clients that they’ll actually use.  

Clients can fill out intakes, send secure messages, request appointments, download documents, and pay bills—anytime, anywhere. We know that your clients are most likely to access the Client Portal on their phones, so we’ve made it completely mobile-responsive. This means no frustrating pinching and zooming to fill out forms or make appointment requests.

When your clients can help themselves, they don’t need to wait for you to send them a copy of a document, email them about an appointment, or provide them with a new invoice.

In order to help your clients get started, we’ve created informative guides on how to log in, request an appointment, send secure messages, and view/pay bills. Download the guides from this page and send them to your clients, or just send them the link to this article. 

As always, you’re in control

All of the Client Portal features can be controlled at the client level. This means you can choose which clients can request appointments online, view their billing docs, make payments, or even access the portal at all. We broke the guides down individually, so you can send clients only the guides relevant to them. You can also download the guides as a complete packet!

To download a specific guide, click on its image below:

1. Client Portal Login Guide


Once your clients learn how to log in for the first time, return visits will be a breeze. This guide contains step-by-step instructions on how to log in to the Client Portal. It also has troubleshooting tips, in case they run into any issues logging in.

2. Secure Messaging Guide


Secure Messaging is fully mobile, easy-to-use communication with your clients and your team. It was designed with privacy in mind—you’re in control over which clients and team members can view and send messages. If you choose to enable Secure Messaging for a client, this guide provides a full overview of how clients can use it to communicate with you.

3. Online Booking Guide


Online Booking is a simple, professional way for new and existing clients to request appointments online. This guide covers the entire booking process from your client’s perspective.

4. Billing and Payments Guide


Share superbills, invoices, and statements with your clients securely. Clients see a record of these documents and can easily pull them up if they need them again in the future. They can also pay invoices  24/7, reducing your need for admin. This guide details how clients can view their payment history and billing documents, and even make secure credit card payments.

The Complete Guide

Client Portal - Complete Guide
All of the previous guides, together in one, convenient file. Your clients will thank you.

 

 

SimplePractice is a top-reviewed practice management platform, made specifically for small business owners in the health and wellness space. Unlike other systems, which try to make you conform to their way of doing things, we believe that you should have the freedom to run your practice the way you’d like. That’s why we build all our features with flexibility in mind, and give you full control over what your clients can see and do. SimplePractice’s industry-leading feature set includes secure messaging, customizable paperless intake forms, a template library, free appointment reminders (SMS, email, & voice), electronic claim filing, billing and invoicing, a beautiful client portal for online appointment booking, and more. Sign up for a 30-day FREE trial today!

 

 

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About the Author

Phillip is the Product Communication Manager at SimplePractice. He's an ENTP, owns over 30 board games, and can be seen around LA performing improv comedy.

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