You can change your client's portal status at any time by deactivating or reactivating their account. This can be done from the My Clients page.
Deactivating Clients
Deactivating a client will disable their access to the Client Portal.
Clients will no longer have access to view recommendations, protocols, or post entries to their journals.
You can still update information in their file.
Steps to Deactivate a Client
- Go to My Clients (view all).
- Click the 3 dots for More Options to the right of a client.
-
Select Deactivate.
- Confirm the deactivation.
Reactivating Clients
Reactivating a client will restore their access to the Client Portal.
Once reactivated, clients can:
- Join Telehealth video sessions
- Post journal entries
- Send Secure Messages
- Receive Instant Alerts
- View session notes, protocols, and shared documents
Steps to Reactivate a Client
- Go to My Clients.
- Click Activate next to your client’s name.
- Confirm the activation.
If you have many clients and need to find a specific one to reactivate, click on the Deactivated Clients filter to view all clients who have been deactivated.
This will help you quickly locate the client you wish to reactivate.
Updating Client Account Status in Bulk
To deactivate or reactivate multiple clients at once:
- Click the Select Multiple button in the top-right corner of the My Clients page.
- Check the boxes next to clients you want to update.
- Click the corresponding button near the top-right to either Activate or Deactivate the selected clients.
- Confirm your choice.