Customize Client Portal

TheraPlatform offers a client portal for all your clients. The client portal allows all your clients to schedule; join online sessions; make payments; view and print invoices and superbills; view and print your shared PDF resources (e.g. handouts, worksheets, etc.); attach their own documents (e.g. driving license, insurance card, etc.); test their setup for the online meeting; etc. 

The administrator of your account and the biller can customize the client portal. This customization allows you to toggle on/off features in the client portal. For example, if you run a private practice but you don't provide teletherapy services. In this example, you have an option of editing the client portal and you can hide the features that relate to teletherapy such as the join instant session feature or test your setup. 

Or perhaps you don't provide superbills in your practice, you can hide the superbill feature (tab) in the client portal.

How to customize your client portal

Step 1: Log into your personal URL.

Step 2: Click on Settings.

Step 3: Click on Portal.

Step 4: Click on Client Pages.

Step 5: By default, all features listed are enabled but you can disable any feature by turning the switch next to it to blue. For example, if you don't wish your clients to chat with you, mark in blue next to Chat option, and when your clients log into the client portal they will not see chat option.)

Step 6: Click on Save changes.