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How-To Assist clients in the initial setup of the Client Portal . 🎥Watch How It's Done 📷Client...
July 27th, 2023 879 views 0 likes
How-To Revoke access to the Client Portal . This feature is typically used to end a client's access...
October 24th, 2023 286 views 0 likes
The View Client Portal Documents button will present you with a list of documents sent to the Client Portal -...
July 11th, 2024 104 views 0 likes
Some client documents require staff approval after being signed but before appearing in the client's chart in Neo ....
July 8th, 2024 167 views 0 likes
After the client portal has been set up, you'll find a Text and Email Quick Link button that will text...
September 22nd, 2023 303 views 0 likes
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