The portal is your client's self-service hub. It reduces back-and-forth by letting them handle the admin themselves, securely.
What clients can do
- Book, reschedule, and cancel appointments within your rules.
- Complete intake forms, questionnaires, and consent documents.
- View and pay invoices, and download receipts or superbills.
- Message you securely and access shared resources and homework.
Inviting a client
Send a portal invite from any client record. The client sets their own password and, from then on, signs in at your branded portal URL. You control exactly which features are switched on.
Tip: Not every client wants a portal login. You can still manage forms, billing, and scheduling on their behalf and simply email documents instead.
Frequently asked
Is the client portal secure?
+
Yes. The portal is encrypted in transit and at rest, protected by individual client logins, and covered by the same HIPAA and PIPEDA safeguards as the rest of mePro.
Was this article helpful?