Client Portal
Support your clients with onboarding and portal navigation
- Understanding the My Day Page
- Get Started in the Client Portal
- Complete a Task
- View Your Professional's Details
- Complete an Activity
- Message Your Professional in Chat
- Edit Your Client Profile
- Work Through a Program
- Open Files and Links Shared With You
- Check Your Notifications
- Switch Between Workspaces
- Read and Comment on Notes Shared With You
- Accept Your Invitation and Sign In