I agree that the client portal is not user friendly. I added demographic and insurance information to my intake forms because so many clients were not completing it. Then I had to enter it manually, decreasing the value of having the client portal. Those who did complete it properly would complain about having to provide that information again in the forms. The whole system needs to be more clear in what clients are to do.
I agree that the client portal is not user friendly. I added demographic and insurance information to my intake forms because so many clients were not completing it. Then I had to enter it manually, decreasing the value of having the client portal. Those who did complete it properly would complain about having to provide that information again in the forms. The whole system needs to be more clear in what clients are to do.