A portal for every client
Every assessment email now carries a link that stays with the client. It shows what is waiting, what is scheduled for later, and what they have already finished.
Highlights
- -One durable link per client, created on their first send and renewed on every send
- -Shows what is open now, what opens later and when, and what is done
- -Copy it, email it again, or turn it off from the client's record
- -Turning the portal off leaves links you have already sent working
- -Practice timezone now drives the dates and times clients are shown
A patient with three assessments used to have three emails and three links, and nothing that answered the question they actually ask, which is what is left. Every assessment email now carries a portal link that belongs to that person and stays theirs. It lists what is open now, what is scheduled for later and when it will appear, and what they have already finished, with dates in your practice's own timezone. On their record you can copy it, send it again, or turn it off, and turning it off leaves any link you have already sent working.
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