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Questions and Answers
What should clients do if they report not receiving the invitation email to access the Client Portal?
What other actions can clients perform using the Client Portal apart from completing intake documentation?
Why is it recommended to encourage clients to bookmark the Blue Square Client Portal page?
What happens when a client clicks on the link provided in the invitation email?
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Which email address sends out the invitation for clients to access the Client Portal?
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Why is it important for clients to add [email protected] to their contacts?
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Apart from intake documentation, what other type of documents can clients access through the Client Portal?
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What are clients advised to do if they do not receive the invitation email?
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What is the purpose of sending an invitation email to clients for the Client Portal?
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What should be done before proceeding with troubleshooting steps if a client reports not receiving the invitation email?
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Study Notes
Client Portal Access
- Clients who report not receiving the invitation email to access the Client Portal should check their spam or junk folders and ensure they have added the provider's email address to their contacts.
Client Portal Functionality
- Apart from completing intake documentation, clients can perform various actions using the Client Portal, such as accessing other types of documents.
Bookmarking the Client Portal
- It is recommended to encourage clients to bookmark the Blue Square Client Portal page for easy access.
Invitation Email Link
- When a client clicks on the link provided in the invitation email, they will gain access to the Client Portal.
Invitation Email Sender
- The invitation email to access the Client Portal is sent from the provider's email address ([email protected]).
Adding Provider's Email to Contacts
- Clients should add the provider's email address to their contacts to prevent the invitation email from being marked as spam or junk.
Accessible Documents
- Apart from intake documentation, clients can access other types of documents through the Client Portal.
Troubleshooting Steps
- If a client reports not receiving the invitation email, the provider should first ensure they have added the client's email address correctly before proceeding with troubleshooting steps.
Purpose of Invitation Email
- The purpose of sending an invitation email to clients is to grant them access to the Client Portal.
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Description
Test your knowledge on how the Client Care Coordinator sends invitations to clients to access the Client Portal for completing intake documentation. Learn about the features of the Client Portal such as accessing billing documents and making payments online.
