Coming Soon: New Client Portal Experience

Coming Soon: New Client Portal Experience

Scheduled for Future Release

Notes
This feature is currently under development and scheduled for a future release. Functionality and screenshots are subject to change.

Overview

The client portal has been redesigned with an updated user interface (UI) and improved user experience (UX). The new design provides a cleaner and more modern experience across supported devices, including desktops, tablets, and mobile phones.

While the core functionality of the client portal remains the same, the updated design improves usability, navigation, and accessibility for both practices and clients.

Registration Page

The registration page allows client portal users to verify their identity and create a password to access the portal securely.

The updated design provides a streamlined registration experience across supported devices.






Dashboard

The Dashboard provides quick access to key areas of the client portal.

The following tabs now appear at the top of the screen for easier navigation:

  • My Documents
  • Appointments
  • Messages
  • My Account

Shared documents, forms, notes, and invoices are accessible from the Dashboard. Clients can review documents, complete required actions such as signatures, and return them to the practice.




My Documents

The My Documents page displays forms, notes, and other documents shared with clients through the portal.

Clients can:

  • Review and download documents
  • Complete and sign forms, when required
  • Submit completed documents back to the practice

The updated layout improves readability and navigation across devices.




Appointments

The Appointments page displays scheduled appointments for clients.

Clients can also submit appointment requests directly from this page.

The redesigned interface provides a more responsive scheduling experience across desktops, tablets, and mobile devices.


Clients can view upcoming appointments




Clients can send appointment request to practice




Messages

The Messages page allows secure communication between practices and clients.

Clients can:

  • View messages sent by the practice
  • Reply to existing messages
  • Compose and send new messages

The updated messaging experience improves readability and accessibility on smaller screens.





My Account

The My Account page allows clients to manage billing-related information.

Clients can:

  • View and download invoices
  • Review account balances
  • Make full or partial payments
  • Save payment methods for future use

After a payment is submitted, the practice receives a notification indicating that the client has completed the payment.




My Profile

The My Profile section allows clients to view and update their personal information.

Clients can:

  • Update general information
  • Update demographic details
  • Add or update contact information
  • Add or update related contacts
  • View insurance details


Switching Between Accounts

To switch between accounts, the clients can select the required account from the account dropdown in the upper-right corner of the portal.




Device Compatibility

The redesigned client portal is fully compatible with desktops, tablets, and mobile devices.

The responsive design allows clients to access portal features more easily across supported screen sizes. Long forms and documents are optimized for mobile viewing, making it easier for clients to review, complete, and submit information directly from their devices.


Example: Standard Intake Form on Mobile



Example: Appointment Page on Mobile





Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

    • Related Articles

    • Coming Soon: New Calendar Experience

      Scheduled for Future Release This feature is currently under development and scheduled for a future release. Functionality and screenshots are subject to change. Overview The Calendar experience in ICANotes+ has been redesigned to provide a cleaner ...

    • Client Portal Patient Experience

      Overview The Client Portal allows clients to securely register and access information shared by your practice. This article outlines the registration process and the key features available to clients once they log in to the portal. Clients can access ...

    • Coming soon: Prescribe Multiple Medications at One Time

      Coming Soon Providers can prescribe multiple medications at once in ICANotes+. This enhancement streamlines the prescribing workflow by allowing users to select multiple medications, add them to a medication cart, review prescription details such as ...

    • Client Portal Payments and Save Card on File

      Overview This Knowledge Base guide demonstrates how clients make payments through the portal, including the option to save their payment information for future use. This feature is available for customers who have signed up to use the online payments ...

    • Customizing the Client Portal Message Notification Email

      Overview This article explains how to customize the email notification clients receive when a new message is available in the Client Portal. It covers how to update the email subject and message content, use merge fields to personalize the ...