Invite clients to collaborate in their care to streamline file sharing, form, and questionnaire completion, connect virtually, sign consents, and receive patient-reported mood data.
Clients can join your practice to collaborate in one of two ways: manually sending an invitation from their Client Record or automatically directing your Client to your practice portal.
Invite a client to your practice
First, create a new Client Record.
Inside your new client record, select "Send Invitation"
Enter the clients email address, confirm their name, and add a personal message which will be included in the email.
Example: "Hi [Client], I'm looking forward to working with you. Speakbox is a tool that will help us to better share information like your care plan, session notes, and resources along the way."
Click "Send"
FYI: Clients will receive an email from "Speakbox <no-reply@speakbox.ca>" with the subject line, "[client name], join [clinic name] on Speakbox!"
And... you are done!
Once accepted by your client, you and your client will have full access to exchange files, notes, forms, questionnaires, and connect virtually.