Client Portal Module

Requesting Client Portal Activation

Only site administrators who manage the Persimmony contract may request activation. To request activation, contact Persimmony Support and include:

• The contact name to display in outgoing text messages

• A subject line for Client Portal email notifications

• Custom message text for both email and text messages

Tip: These settings apply site-wide across all programs using the Client Portal.

Granting Access via Security Settings

To allow users to send assessments through the Client Portal:

• Go to Security > User Group

• Use the User Group dropdown to select a group

• In the Client List Permissions section, check the Client Portal box

• Repeat for each group that needs access

Configuring Assessments for Portal Use

• Go to Setup > Assessments

• Select the assessment to configure

• Confirm all Answer Types are valid:

  • Check Box

  • Combo

  • Date

  • Memo

  • Number

  • Text

  • Spacer

• Under Required Fields:

  • Set Form Field to Grid, Home Visit, or Dental

  • Enter Age Min / Max values

• Click Programs and assign the correct program(s)

• In Optional Fields, check the Portal box

Tip: Once enabled for Portal, the assessment is locked. To make changes, uncheck the Portal box, make your edits, and re-enable.

Setting Up Program Values

• Go to Setup > Program Values

• Select the appropriate program

• Under Demographics, choose Activity Group, then click New Value

  • Enter a name and click Add

• Under Demographics, choose Activity Type, then click New Value

• Enter a name and click Add

• Set Assessment/Memo to Assessment

• Click Assm and select all assessments that should appear under this Activity Type

• Use the Group dropdown to assign an Activity Group

Repeat this setup for each program using the Client Portal.

Sending Assessments to Clients

• Open a Client Profile

• Click New Activity

• Select the correct Activity Group and Activity Type

• Click Send to Client

• In the Send Assessment to Client window:

  • Choose Email or Text Message

  • Edit Subject, Expiration Time, or Message if needed

  • Click Send

• Confirm by clicking Yes

A memo will be added to the Activity List showing the name of the assessment sent.

Receiving Completed Assessments

• From the Client List, click Client Messages

• Locate the returned assessment

• Choose one of the following:

  • Preview to view the content

  • Accept to add the assessment to the client’s Activity List

  • Delete to remove it