New client portal experience is coming

The Client Portal has been redesigned with an updated user interface. Screenshots, labels, and page layouts shown in this article may differ from what you currently see in the portal. The steps and functionality described in this article remain accurate, and any exceptions will be identified within the article.

Overview

This article explains how users can customize the email sent to clients when inviting them to register for the Client Portal. It covers how to update the email subject and message content, use available merge fields to personalize the invitation, and ensure the communication aligns with practice preferences before it is sent to clients.

Where to Find This Setting

To find the setting, follow these steps:

1. In the left sidebar, select Settings.
   
2. Select the Client Portal tab at the top.
   
3. In the left pane, select Portal Invitation Email.
   

Default Behavior

• The template is disabled by default.

• The system-generated email is used.

• Fields are visible but read-only.
  

Enable and Customize the Template

1. Turn Template Enabled to ON.

2. Update the following fields as needed:

   • From Name: The name that appears in the client’s inbox as the sender of the email. 
     

   • Body Header Name: The sender name displayed within the email header and body. This helps clients easily recognize your practice in the email content.

   • Email Subject: The subject line of the email sent to clients. You can include merge fields to personalize the subject, such as the practice name.

   • Email Body: The message content sent to clients. Use the editor to format the text and include merge fields to personalize the message.

3. Use merge fields (for example, {Practice Name}, {Client Preferred Name}).

4. Click Save.
   

What You Can Customize

What You Cannot Customize

• The email sending address
  

• The registration button text or placement
  

• Footer and compliance language

Refer to the screenshot below to see which elements are not customizable.

Available Merge Fields

• Practice Name

• Site Name

• Assigned Principal Clinician

• Client Legal First Name

• Client Legal Last Name

• Client Preferred Name