The client portal enables you to grant access to those clients that have herd files available in Animana. It grants them access to reminders, logbooks, visit forms, lab results, treatment plans, agreements, other attachments and invoices. This article explains how you can add a new client to the portal.
Before you start
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- The client portal is a paid functionality within Animana. You can request it here.
- To add a client to the portal, this client needs to have a client file in Animana. The client needs to have a valid email address as well since the details to log in to the portal will be sent to that email address.
Step-by-step instructions
- Find the client in Animana and open the tab Client Data.
- Click the subtab Client Portal.
- Click the button Open Portal.
- You will see a popup message saying this client does not have a portal account yet, Click the button Create Client.
- After a few seconds, this client file will open in your client portal.
- The client will receive an email to activate their portal account. The email address is taken from the Client Data tab in Animana.