Adding portals while setting up clients or contacts

When adding or editing a contact, you can also add a permanent or temporary portal.

Use the following steps when you're adding or editing a contact using the Contact Info tab or the Contact window.

Make sure the contact has a valid email address in the E-mail
field.

Select Actions
next to the Portal
field, then Add Portal
.

To add a permanent portal, select Add a portal for Practice CS
.

To add a temporary portal, select Add a temporary portal for Practice CS
.

Continue until you've finished adding or editing information for the contact, then select Enter
to save the contact.

note

The application sends an email message to the contact with a link to register the portal and information for signing in.

This article applies to: