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Client Portal: TherapyPortal.com

  • TherapyPortal: Your Custom Client Portal
  • How to Set Up and Customize Your Client Portal
  • How to Manage Client Portal Access
  • How To: Approve or Deny Client Portal Appointment Requests
  • How To: Share Documents With Clients on TherapyPortal
  • How To: Edit or Cancel a Document Request
  • How To: Check the Status of Document Requests
  • How To: Upload a Signed Document to Complete a Request
  • How To: Remove Client Access to a Document on TherapyPortal
  • How To: Request and Manage Appointments as a TherapyPortal User
  • How To: Review or Sign a Document as a TherapyPortal User
  • How To: Process Electronic Signatures and Paperwork From Clients
  • How To: Create a PDF Form
  • Customize, Share, and Process the Patient Information Form
  • Collect Payment Information With the Payment Authorization Form
  • Collect Contact Information With the Patient Contacts Form

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