Before you start
Update the client details your role allows, or help your client make a change in their own settings. The client record and their portal access are separate from your practice login. Use the Clinician Portal for supported practice actions and direct your client to the Client Portal for steps they must complete in their own account.What you can check or do
Clinicians, practice administrators, and team owners can open Clinician Portal → Clients → select the client → Overview → Edit in Profile information to update the client’s first or last name. The email field is read-only. Other practice roles should use an authorized team member for that edit. If the client needs a password reset, clinicians, practice administrators, staff, and team owners can use Clients → Actions → Send Password Reset on the client’s row. This sends a reset email to the address on file; it does not change the email address. Send login link is a separate action for account access. Both require an email address on file.What your client sees in Settings
When a client needs to review their own settings, they open Client Portal → Settings in their own account. The Settings menu includes My profile, Insurance plan, Payment methods, and Reimbursement bank. The linked guides explain each task: In Client Portal → My profile, the client can view their first name, last name, email, and account creation date. They can edit their first or last name and select Save Changes. The email address and creation date are read-only. The client can select Password Reset on their profile, then Send Reset Email in the confirmation window. Cancel closes it without sending. If the email does not arrive, they should check spam or junk and confirm they used the account email; requesting a reset doesn’t confirm that the email arrived.If the client needs a different email address
An existing account’s email address cannot be edited. For a new client email, the clinician adds or invites the client using that address. This creates a separate account. It doesn’t change the original account’s email or move its past records. If existing claims or other history make the situation unclear, ask Support to review the account before promising how it will be handled. The same client account can connect to more than one clinician or practice. See Client invitations and clinician connections.Claim authorization, when available
If Claim Authorization appears in the client’s Settings, the client can open Client Portal → Settings → Claim Authorization to view its status. Where signing is available, the client signs in their own account by entering their full name and confirming the authorization. They can also revoke authorization, which stops future claims submitted on their behalf; it does not undo claims already submitted. Only the client can complete this action. The screen isn’t available in every account; use these steps only when it appears.What you can share with your client
Use this when the client needs to review their profile or request a password reset.You can review your account under Settings in your Client Portal. Open My profile to check your name or request a password reset. Your account email cannot be edited there. If you need help signing in or using a different email address, let me know so I can help with the next step.