|The Mobile Doula client portal enables your clients to create or login to an existing client record. After creating a Mobile Doula account you will receive a client portal email that you can forward to new clients as you get them.
The client portal email can also be generated by going
under the Settings->Account tab in Mobile Doula. From there, press on the "email client access URL" button. This will launch the Mail app on your iPad/iPhone with a new email that has the body populated with your unique client portal URL and detailed instructions and
troubleshooting tips for your client.|
Your client can access the client portal from any Windows, Mac, iPad or iPhone device to fill out their health history. If they access the client portal from an iPad/iPhone they will also be able to sign your consent forms and financial agreements and take pictures of their
insurance card if applicable.
Once your client has completed their record they will click "press here when finished" and a notification email will be sent to you. You can then login to Mobile Doula on your iPad and view the record. A welcome email will also be sent to
you and the client with their user name and password that they can use to log back into their record anytime to make changes.
If a record already exists for the client that you may have created during their interview or first visit you can instead have them fill out their information in that record instead of creating a new one. To do this, open the client record and press on the "Send Client Access"
button located on the same menu as the Print/Email buttons. This will send the
client an invitation email to login to their existing record to finish filling out the information.