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Auto-send welcome/activation email to newly added clients

Client Portal & MessagingHigh Prioritypractice management

When a new client is added to Upheal, there's no automatic notification sent to them. They have no way of knowing they have an account to log into or how to access the client portal. This creates confusion and a gap in the onboarding experience.

It would be helpful to automatically send a welcome email to new clients that includes:

  • Confirmation that their account has been created

  • Instructions on how to log in or access the portal

  • A link to download the mobile app

  • Any relevant practice policies or expectations

This would streamline onboarding and ensure clients know they have portal access without the therapist having to manually notify them.

Posted by Liza Shaw ·
Status: Backlog2 comments

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Comments2

  • Upheal Moderator

    Team•

    Aug 24

    Reasonable onboarding automation ask. Logging it for the notifications and onboarding backlog.

    • Liza Shaw

      •

      Aug 25

      It would be amazing if the welcome message could be personalized by the practice, so that we could make sure certain items are included in the message such as certain policies we want clients to be aware of right off the bat. Maybe Upheal would provide a sample welcome message as a template and then we could edit it at the practice level. And update it whenever we want.