Client Portal
Empower Your Clients, Simplify Your Operations
Keep clients engaged with one intuitive, branded portal where they can complete forms, check records, and stay connected all from the convenience of their own device whenever they choose.
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Your Digital Front Door to Better Care
Help clients stay on track with a mobile-friendly portal where they can complete forms, check records, and access telehealth on their own time. With easier access comes better engagement and better outcomes.
Save your staff hours every week by optimizing form assignments, reminders, and eSignature collection. Key EHR integration points reduce rework, so your team spends less time chasing paperwork.
Simplify your technology stack by consolidating intake, reminders, and virtual care into one branded platform. Our client portal replaces clunky third-party tools with a scalable, secure solution built specifically for behavioral health.
A Better Client Portal for You & Your Clients
In-Portal Billing Module to Simplify Client Payments
Empower clients to view their balance, make payments, and access receipts—helping your team collect faster and spend less time chasing payments.
Demographic Data Mapping for Better Records
Reduce data errors, save administrative time, and ensure accurate records with structured data flowing directly from the client portal to the EHR.
Mobile App for Easy Access
Expand access to remote, underserved, and mobile-first clients, while reducing intake abandonment and no-shows.
Branded Portal for a Cohesive User Experience
Clients are greeted with your familiar brand colors and logo throughout the portal, giving them confidence in the tools they use throughout their healthcare journey.
eSignatures for Fast Paperwork
Streamline intake and eliminate compliance gaps with eSignatures that let clients securely sign documents directly within the portal, capturing crucial data and preventing delays.
Automated Reminders to Minimize No-Shows
Automatically send appointment reminders and notifications, drastically cutting no-shows and safeguarding your valuable revenue.
Self-Service Client Records for Full Transparency
Empower clients with secure, self-serve access to their treatment plans, appointments, and documents within the portal, significantly reducing inbound calls and staff workload.
Broadcast Messaging for Mass Communication
Empower your staff with Broadcast Messaging, a mass communication tool that instantly sends updates, alerts, and announcements to all clients, streamlining communication and freeing up valuable staff time.
Intake & Form Assignment for Expedited Onboarding
Streamline your intake process with user-friendly digital forms and automated assignment, ensuring clients complete all necessary documentation accurately and quickly, eliminating delays to care.
Our Client Portal has significantly benefited clients by empowering them to be actively involved in their care and make informed choices based on readily accessible visit information.
End the No-Show Epidemic: Strategies for Unlocking Client Engagement & Revenue
Behavioral health agencies are constantly challenged by client retention, no-shows, and administrative burdens. But these hurdles also offer a unique chance to improve client experience and boost revenue.
Watch our on-demand webinar featuring Stephen Hopkins from Eastern Shore Community Services Board (ESCSB) and Sarah Taylor from Qualifacts. They share how ESCSB’s digital-first approach, using a robust client portal and integrated telehealth, simplified operations, increased client engagement, and generated new revenue.
Watch NowFrequently Asked Questions About Client Portal Software
Clients can complete intake and assigned forms, sign documents electronically, view and confirm appointments, join telehealth sessions, review treatment plans and records, receive messages from your team, and view balances and make payments, all from their own device on their own schedule.
Yes. The portal is mobile-friendly on the web and also available as a mobile app, which helps reach remote, underserved, and mobile-first clients. One agency saw more than 1,000 app downloads in the first month after implementation.
Forms are assigned automatically and completed on any device, with eSignatures captured directly in the portal so nothing has to be printed, scanned, or chased. Appointment reminders and notifications send automatically, and the in-portal billing module lets clients view balances, pay, and access receipts.
Supported demographic information can flow directly into mapped fields in the EHR, while completed forms and signatures are returned to the client record as documents. Payment information is also sent back to the EHR, helping reduce manual work and keep client information connected.
The portal operates within Qualifacts’ secure, HIPAA-compliant environment, and client access is limited to that client’s own record and only the documents and information your agency chooses to share. Qualifacts maintains SOC 2 attestation and ONC certification across its EHR and Client Engagement solutions.
