Inviting your patients to the portal is simple and hassle-free.
Follow these steps:
- Log in to your Upvio account and navigate to the Patients section.
- Select a client from your list.
- In the patient’s profile, click the Invite to Portal button in the top-right corner.
- A pop-up will appear where you can add a subject and message. Personalize it as needed.
- Once you’re ready, click Send Message to send the invitation.
Note: You can send one invite per client per hour. Be sure to space out your invitations accordingly.