creating family client portal account

fkellen 2 years ago in Client Portal updated by Rochelle Garcia 1 year ago 10

Is there a way to create a family portal account.  Our agency at times serve several family members.  We would like to avoid have a parent sign up for multiple portal accounts when they are in charge of signing documents for all the kids.  Is this possible?

fkellen 2 years ago

To clarify, if Parent has an account does the child need an account or can all the paper work be sent directly to that parent?

For example:

Family A: 1 parent and 3 kids

Parent email can receive all 3 kids information through the parents one email account?

The 3 kids need an account set up, but the parent would not have to login to any of their accounts to sign documents?


Changing user names

desiree 2 months ago in Client Portal 0

Is it possible for a client to change a user name connected to a client portal once it is created? 


how to delete a ticket

DebbireF 5 months ago in Client Portal updated by LaVonne James 5 months ago 1

Client portal not emailing

Mary Lou Meyer-Rolfe 6 months ago in Client Portal updated by maryp 6 months ago 3

We are trying to start using the Client portal, we have set up a "test client".   We cannot get the email to the client to go thru.  We are using office 365  Has anybody else ever had this issue?  Setting changes?


client portal link on provider website

Rochelle Garcia 8 months ago in Client Portal 0


Just wondering if any other providers have their client portal link on their website so that is easy for clients to access.  Im not sure this is allowed by Procentive but I wanted to check before we tried.



Client Portal Payment Error

Rochelle Garcia 8 months ago in Client Portal updated by Chris Werner (Customer Success Manager) 8 months ago 1


Anyone have an idea why  clients would get this error when trying to pay their bill online via the client portal?  Looking for suggestions on what settings I need to update.



Client Portal Payments

Rochelle Garcia 8 months ago in Client Portal updated 8 months ago 4


I am wondering what permissions other users have set up in client portal so that the "client rep" (parent) can have access to pay on the account via the portal.  We had so many complaints about logging into the portal and navigating the portal that we just stopped using it but it has been inconvenient for parents who want to pay their bill online.  Is there a way that the client rep just has access to bill pay only and no records.



Messaging & Attachments

Emily 1 year ago in Client Portal 0

I have tried attaching PDF forms via misc documents, as well as attaching PDF forms to messages sent to clients in the portal, but clients have not been able to open the attachments.  Has anyone else had difficulty with this? Are there certain browsers or other logistics my clients need to access and view the attachments I am sending?


Invitation sent via Client Portal

Rochelle Garcia 1 year ago in Client Portal updated 1 year ago 3

Does anyone know of a report that shows the staff that sent the Client Portal Invitation to a client?  I have a client that received a client portal invitation and we are trying to figure out how it was sent because all of our office staff state they never sent it.

I thought when I went to the Client Portal Manager and looked up the client that information would be there but im not seeing.



Question to agencies using client portal for signing of treatment plans

Jill Buckingham 1 year ago in Client Portal 0

Am looking for others experience with using client portal to facilitate timely signing of treatment plans by parent/or guardian of minors. Our agency is considering this -- but are also aware there is some significant front end work by admin to get each client signed up. Given your experience, is it worth it? Did timely signing of Tx plans go up? What do your clients say about the experience. 

Any other feedback about your experience using this feature will be greatly appreciated.

Thank you.