Welcome Email
How to Create Welcome Email
Purpose - Send a welcome email inviting the client to access the Client Portal
Prerequisite
The client must already exist in the EHR before a Welcome Email can be created or sent.
Steps to Creating a Welcome Email
- Go to the Client List
- Navigate to the Clients Page of the EHR where all active clients are listed
- Find the client you want to invite
- On the far right under Settings, click the gear icon (⚙️)
- Select "Send Welcome Email”
- Choose Send Welcome Email
- A Welcome Email window will open. You may enter a personal message to include with the invitation. This note is optional
- Send the Email - Click Send Email in the upper right corner to deliver the invitation
The client will receive an email with a link to create their password and log into the Client Portal. Here is a sample of the email the client receive.
