creating family client portal account

fkellen 4 years ago in Client Portal updated by Rochelle Garcia 4 years 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 4 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 3 years 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? 


Client Portal Payments

Rochelle Garcia 3 years ago in Client Portal updated 3 years 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.



Client portal

Jill Benson 3 months ago in Client Portal updated by Jana 3 months ago 1

Does anyone know if clients with an active client portal can log in and make payments via their phone?  A therapist asked and stated when her client logged in, he could only see statements.  Thanks.


Website forms and Procentive interface

Heather FM 4 months ago in Client Portal 0

We are building a new website for our mental health agency. As part of the website we would like to have a section for new clients that are looking for therapy services to be able to complete an intake form that will alert us they would like to start services. Is there a platform that Procentive is compatible with or does Procentive have the ability to do this to connect to a website and have the information potential clients provide auto pop/flow into Procentive from the form?


Tickets and posting/response

Laura Boes 4 months ago in Client Portal updated by Amanda Throldahl (Director, Customer Care) 4 months ago 1

Never even knew we were changing Tickets to this portal, can anyone explain how I can open a ticket in here to communicate with procentive as I did when adding tickets, please?


Ucare clients PMI #number

Mary Lou Meyer-Rolfe 2 years ago in Client Portal updated by Heather L. Heim 2 years ago 2

Is anybody else having issues getting a PMI number for a Ucare PMAP?  They used to put the PMI number in the portal and since they switched to new ID's they are no longer there.  I also can no longer look Ucare clients up in MN-its, it says all of them are inactive.  Kind of hard to put in the PMI number and bill the state with no number. 


Kiosk Forms are not sending correctly

Jamie Zakowski 2 years ago in Client Portal updated by Jana 2 years ago 1

We are experiencing issues with the forms not appearing when we send them through the kiosk. Our clients are stating they do not see the forms and are coming up blank.


Is there a way to scan one item into multiple clients (Family, Couples) i.e. ID card for primary in all family members

Angel Duarte 3 years ago in Client Portal 0

Today we scan the primary ID card in the files for all clients (Clint Module>Payers>Documents>). Is there a way to scan it one time and for it to populate all other clients at once?