Should I Still See the "Setup Client Portal" button If One Is Already Set Up?

Yes!

 

The Setup Client Portal button will appear on the demographic screen regardless of whether the client has already completed setup or not.


 

Clicking this button will still send the client a link to the email address on file, however, it will be the portal login screen, rather than setting up a new one.  If the client does not remember setting it up/their password, they can select Forgot your password?at this time.

 



 

Written By Amanda Griffin (Super Administrator)

Updated at October 25th, 2023

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