Client Portal & Online Booking

Client View: Booking Sessions

Online Credit Card Pre-Authorization Overview

Enabling Online Credit Card Pre-Authorization

Client View: Account Summary

General Overview of the Client Portal

Benefits of Online Booking

Benefits of Clinical Measures

Benefits of Online Intake and Consent Forms

Benefits of Secure Messaging

Link Online Booking to Your Website

Enabling Services

Client Access

Client Instructions

General Overview of Forms

Create a Form

Edit Forms Settings

Common Form Saving Error Messages

Settings

Sending a Form

Administering a Form

Forms - Client Facing

Tracking Form Progress & Resending Forms

Viewing and Receiving Forms

Deleting and Restoring Practice Documents

Client Portal Instructions & Email Template

How do I set up phone consultations and add them to Zencare?

Learn how to set up phone consultations on your Zencare Practice Management EHR, then display that calendar on your Zencare profile!