How-To
You can disable and enable access to the Client Portal from the Staff App or right from Neo. Follow the steps listed below to complete that process.
Additionally, clients and participants can also enable and disable access from the Client Portal.
From The Staff App
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Click on the intended client.  |
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Select the Client Card at the top of the screen.  |
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From the Client Portal Accounts section, toggle the button in the Access column to Enable or Disable access for that user.  |
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Enter the reason for disabling or enabling the Client Portal access and click Okay.  |
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The Access column will now appear as Disabled, and each instance will be notated with staff username, date and time and reason given.  |
From Neo
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From the inquiry screen, click Client Portal Status (this button is also located in the Additional Information section of the Demographics screen).  |
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The button will be toggled on for the client and all listed participants that currently have access. Click that button near the client or participant that you would like to disable access for. Similarly, if the button is toggled off and you would like to enable access, click the button to turn it on.  |
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Enter the reason for disabling or enabling the Client Portal access.  |
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The Access button will now appear white/grey(disabled) or blue/white(enabled), and each instance will be notated with staff username, date and time and reason given.  |