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FAQ's From Client Portal Demonstration Webinar Today

Katie Sandquist (VP of Operations) 4 months ago in Procentive News 0

Thank you to those of you who were able to join us for the live Client Portal Demonstration and Q&A Webinar today.

We have listed some of the Questions and Answers below:


Q: Is the Client Portal an additional fee or is it included?

A:  Currently, the Client Portal is included and you can start setting it up today!



Q: Do the forms you send thru the documents area, have to already be built in your clinical charting area?

A: You do have options to use the "Miscellaneous Documents" to share forms with attachments. 

    You can also use Direct Messaging to send a message with an attachment for resources or homework.

Q: Is there a Client Portal app option or just a web link?

A:  Web Link

Q: I don't have Client Portal Manager on my list of modules

A:  Here is the link from our Knowledge Hub for the "How-To" setup the Client Portal in your database:  

      Setup Client Portal For Your Agency

Q: Can you add the logo at a later time?

A:  You can adjust your Client Portal settings at any time - including the logo.

Q: Is there an option to send a mass email similar to sending statements?

A:  Great Idea! We're working on it!

Q:  Are Client Portal messages then automatically recorded in clinical charting?

A:  They are not. They are stored in the messaging module.

      You could always print the message thread and attached it to a clinical record.

Q: If we have intake paperwork that is not built into Procentive now, is there still a way to send that to a client in the client portal?

A:  You can send it and it will be HIPAA compliant communication but they cannot complete it online.  

      They must be Procentive form templates in order for the client to input information and/or electronically sign.

Q:  If we want to have forms built into Procentive, how long of a wait is it right now?

A:  2-3 Weeks is our longest wait right now. We are working to prioritize those Intake & Telehealth documents right now.

Q:  Are there templates allowing new clients to fill in the needed information for client demographics page?

A:  ACTUALLY, THERE IS! The Procentive Standard Intake form auto-fills the Client Module.

For those of you that would like to walk through How-To Setup the Client Portal, please join us tomorrow, Tuesday, March 24th from Noon - 1 pm CST.

            Join from a PC, Mac, iPad, iPhone or Android device:
            Please click this URL to join. https://tevera.zoom.us/j/877673235

            Or join by phone:
                                        +1 646 876 9923 (US Toll) or +1 312 626 6799 (US Toll)

            Webinar ID: 877 673 235
            International numbers available: https://tevera.zoom.us/u/alsKCScmL


If you missed this webinar, you're in luck! Join us for Client Portal Demonstration and Q&A, Thursday, March 26th from Noon - 1 pm CST.

            Join from a PC, Mac, iPad, iPhone or Android device:
            Please click this URL to join. https://tevera.zoom.us/s/271012301

           Or join by phone:
                                        +1 646 876 9923 (US Toll) or +1 312 626 6799 (US Toll)
           Webinar ID: 271 012 301
           International numbers available: https://tevera.zoom.us/u/alsKCScmL

For a full list of all of our webinars and other updates, click here.