What's New: Portal Documents Redesign

By TherapyNotes, LLC on February 9, 2023

The TherapyPortal Documents page view has been completely redesigned to improve ease-of-use for your clients. When your client visits the Documents page on the portal, new tabs "Paperwork & Forms" and "Client Records" will be visible. "Paperwork & Forms" will show any actionable items sent by the practice for the client to complete and "Client Records" will include all completed documents. More enhancements for TherapyPortal will be coming soon as well!

"Client Records" will only ever include notes and documentation that were sent by the practice to the client. 

PORTALREDESIGN_Documents

* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.

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