Module 05 · Secure Portal & Messaging
Get clients off unsecured text and email
A private client portal for self-scheduling, digital intake, and secure messaging — so sensitive conversations never live in a regular inbox or SMS thread again.
Intake that's finished before the first session
Send digital intake packets, consent forms, and assessments before a client's first appointment. Responses flow directly into the chart — no scanning, no manual data entry, and nothing sitting in a paper folder.
- Customizable intake forms, consents, and insurance capture
- E-signature built in for every consent document
- Automatic reminders until intake paperwork is complete
Intake checklist
Messaging that belongs in the clinical record
Clients message providers through the same encrypted portal used for scheduling and forms. Conversations are tied to the chart automatically, giving you a defensible, HIPAA-compliant record instead of a text thread on a personal phone.
- Encrypted two-way messaging, logged in the client chart
- Configurable office hours and auto-response messaging
- Document sharing for worksheets, handouts, and referrals
Secure messaging
Also included
Everything the client sees, unified
Self-scheduling
Clients book, reschedule, and cancel within your rules — no phone tag required.
Bill pay in the portal
Clients view balances and pay copays or self-pay invoices directly, with saved payment methods.
Document center
Share superbills, treatment summaries, and handouts in one secure, always-available location.
Guardian & family access
Configurable access for parents or guardians on minor and family cases, respecting consent rules.
Portal notifications
Clients are notified of new messages or documents without exposing content over email or SMS.
Multi-language support
Intake forms and portal navigation available in multiple languages for diverse client populations.