Setup (General)

Adding portals while setting up clients or contacts

note
This topic assumes that you are adding or editing a contact using the Contact Info tab or the Contact dialog.
  1. Verify that the contact has a valid email address in the
    E-mail
     field.
  2. Select the
    Actions
     button next to the
    Portal
     field and choose
    Add Portal
    .
  3. Select the appropriate button.
    • To add a permanent portal, select
      Add a portal for DT Client Portal
    • To add a temporary portal, select
      Add a temporary portal for DT Client Portal
  4. Finish adding or editing information for the contact and select
    Enter
     to save the contact.
DT Client Portal sends an email message to the contact with a link to register the portal and information for logging in.

This article applies to:

  • Product: DT Practice