In this edition of Owl's Progress Notes, we have made changes for how clients create accounts, made several updates to payor management, claims status functions have been added to the Workflow section, as well as implemented various bug fixes.

Changes to Client Portal

We have made several updates to streamlined the client portal experience.  You can now more easily be sent an invitation portal if they have not signed in yet where they can create their own password. To get started, select the Invite Client to Portal button in the top right of the page.

Next, enter the client's email address and fill out the email invitation email with your desired information.  When finished select Send Invite.

The client will receive an email with a direct link to sign in for the first time in the new client portal by creating a new password and then selecting Create Account.  They may also be prompted to enter other information such as their date of birth and phone number.

If you have already sent an invitation to the client, then a notification box will appear with the time and date the invitation was last sent.