The client portal enables you to grant access to those clients that have herd files available in Animana. It grants them access to the reminders, logbooks, visit forms, lab results, treatment plans, agreements, other attachments and invoices. This article explains how you can add your logo to the client portal.
Before you start
This is box title
- The client portal is a paid functionality within Animana. You can request it here.
- You need permission to be able to manage practice settings in the client portal. Permissions can be adjusted by practice administrators in
> General Settings > Role Management.
Step-by-step instructions
- Go to
> General Settings > Client Portal. - Click Open Portal.
- Click Manage Practice.
- Scroll down to the section “Practice Logo” and click Choose File.
- Select the file on your computer that you want to upload and click Open.
- Click Save at the bottom of the page.
The logo is now visible in the portal on the left.
