The EzPraxis client portal gives your clients one place to complete their paperwork before the first session. It is a mental health client portal that works for targeted case management clients too, and clients open it from a secure link your practice sends them.
What clients can do
- Fill out and e-sign intake documents and the documents you share with them.
- Update their demographics and insurance on a one-page form.
- Upload supporting documents.
- See documents marked Needs Attention when an intake document was rejected, and fix them.
- Pay invoices online with online patient payments (Client Payments add-on), and download superbills (EHR).
- Join telehealth sessions and see their next session (EHR).
What your team can do
- Invite new clients with an invitation link.
- Copy a client’s portal link to send it again.
- Customize the client-facing emails for each location.
How clients get in
Clients enter through an expiring secure link and confirm their date of birth. Payment actions need a one-time code sent by email, and portal sessions log off after 15 minutes of inactivity.
Good to know
- There is no password login. Clients enter only through the secure link their practice sends.
- Clients can’t book or cancel appointments in the portal, and there is no secure messaging. Online appointment requests are coming soon.
- The portal is in English.
Frequently asked questions
Do clients need a username and password?
No. Clients open the portal from a secure link their practice sends, and confirm their date of birth.
Can clients book appointments in the portal?
Not yet. Online appointment requests from the portal are coming soon.
What if a client loses the link?
Your practice can copy the client’s portal link and send it again. Patients looking for their portal can also read our patient portal help.
Is the portal available in Spanish?
No. The client portal is in English.