Follow these simple steps to send client's an invite to their Patient Portal:

  1. Go to
  2. Login via web
  3. Go to Clients tab.
  4. Click Create Patient or click on an existing profile. (you can use the search tool to find any existing patient)
  5. On the left -hand side, Turn the "Client access portal" toggle ONĀ 
  6. (Patient will receive a registration link in his/her email.)

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