This guide was created to show you how to Create a New Client and Invite Them to their Portal. Click here to Understand the Client Profile Form.

From Client iQ, add a New Client by selecting the + New Client button at the top left of the page.

From the Client Profile form page, you will see 6 different tabs to complete the Client Profile.

Enter Client Basics & Demographic details:

Required information:

• Client Status
• First Name
• Last Name
• Client Email Address (for client portal invitation to be sent)
• Date of Birth
• Legal Gender

Select the checkbox from Client Demographics if the client is a minor.

Note: You will be prompted to add a legal guardian in the Client Relations Manager tab.‍

Select the Submit and Invite to Client Portal button to submit the Client Profile form and Invite Client to the Client Portal.

Note: Information that is not required can be entered now or added later by editing the client profile.

A confirmation pop-up will appear on your Screen, here, you can select what Intake Forms, Custom Forms, Screeners, and any read-only Practice Files to send to the client's portal. Select the Invite to Portal & Submit.

Note: This popup is custom for your Practice ; Contact your Practice Admin if you do not see a custom form listed.

Click Here to Learn How to Assign Services to Clients
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Note: Minor Clients will be prompted to add a contact - Click Here to Learn More

Note: As part of the client onboarding process, along with the invitation, a temporary password is also provided to the client.

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You can also skip this step and invite your client to the portal at a later time. Learn How to Invite an Existing Client to the Portal