Welcome!
Course Workbook
IntakeQ Facebook Groups
Module 1: Getting Started
Module 2: Scheduling
Module 3: Billing
Module 4: Questionnaires and Consent Forms
Module 5: Notes and Journal Entries
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 2.6 – Secure Patient Portal/Patient Messaging
The secure patient portal allows you to securely share forms, notes, documents, appointment details, and billing information. By adjusting portal settings, the provider determines what information the patient can access through the portal.

Helpful links:
- The secure client portal: https://support.intakeq.com/category/175-secure-client-portal
- Inviting patients/clients to your portal: https://support.intakeq.com/article/171-inviting-clients-to-your-messaging-portal
- Inviting guardians to the portal on behalf of defendents: https://support.intakeq.com/article/266-can-adults-use-the-client-portal-on-behalf-of-their-dependents
- Revoking access to the portal: https://support.intakeq.com/article/173-how-to-revoke-client-access-to-messaging-portal
- Deleting a portal account: https://support.intakeq.com/article/284-deleting-client-portal-accounts