When multiple minor clients have the same Point of Contact, the point of contact is expected to receive the consent documents for multiple clients. These steps also work for the scenario when the same parent or guardian needs to access the Client Portal for multiple clients.
Articles in this section
- How to Assign the Same Email Address to Multiple Clients When Accessing the Client Portal
- Create Picklists for Gender, Race Ethnicity, and Language
- Assigning the same email address for multiple clients to access the Client Portal
- Sending email notifications for appointments to multiple email addresses for a client
- How to Setup OakTree User Roles
- How to Add and Edit Managed Groups
- How to Navigate the OakTree Calendar
- Setting up Signatures for Clinical Forms
- Video Calling and Scheduling Appointments
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