Let Clients Manage Their Own Info in the Portal

Client Portal & MessagingMar 16

We're adding a Profile and Settings section to the Client Portal so clients can update their personal details, emergency contacts, and communication preferences themselves.

Today, if a client changes their phone number or needs to update an emergency contact, you're the one making the edit. That creates extra admin work and means client records can easily fall out of date. With this update, clients will have a dedicated settings area where they can keep their own information current, choose how they prefer to be contacted, and manage emergency contacts directly. Changes sync to your records automatically, so you always have accurate data without the manual upkeep.

This keeps client information fresher, reduces support requests, and gives your clients more ownership over their own care details.

Posted by Upheal Moderator · Mar 16

Completed6

Upheal Moderator changed status to Completed

Team•

Oct 2

Pinned

This is now live! 🎉

Clients can now update their own details from the Profile settings in the Client Portal. They can edit:

Preferred name
Phone number
Address
Pronouns

What about email? Clients can't change their email address themselves, because it's what they use to log in. If a client needs a different email, they can ask you to update it from their client profile on your side.

Thanks to everyone who upvoted and shared feedback on this one. Let us know how it works for your practice!

Katerina Philbrick

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Aug 26

I have reservations about this. I don’t want clients being able to go in and change things that are part of their (YOUR) record. The record is in fact OURS - our notes, our EHR system; and as such, I am willing to do the little extra work to make the occasional update. JMO…

Liza Shaw

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Aug 23

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Merged request

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2 votes

Allow clients to add and manage payment methods in the portal

Currently, clients can only add a credit card by clicking a setup link that the therapist sends via email. There is no section in the client portal where clients can independently add, update, or manage their payment method on file.

Why this matters:

Self-service: Clients should be able to add or update their card without requiring the therapist to send them a new setup link.
Convenience: Clients can manage their billing info anytime, reducing back-and-forth emails.
Security: Clients can update expired or compromised cards on their own schedule.
Standard UX: Most healthcare and SaaS platforms allow clients/users to manage their own payment methods in their account settings.

Suggested implementation:

Add a Payment Methods or Billing Settings section to the client portal
Allow clients to add, update, and delete saved payment methods
Show which card is set as the default for invoices
Maintain the existing email-link flow as an alternative option

Current workaround: Therapist must manually send setup links each time a client needs to add or update a card, creating extra administrative work.

Liza Shaw

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Aug 23

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Merged request

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1 vote

Client ability to update their own demographic details in the Client Portal!!

It would save providers significant administrative time if clients could log into the Client Portal and update their own demographic information.

Examples:

Phone number
Address
Emergency contact information
Other contact details

Right now these updates must be done from the provider side, which adds extra admin work. Allowing clients to review and update their information directly in the portal would streamline the process and reduce manual updates.

Essence Scott

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May 21

yes

Charlene Wiseman

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Apr 25

This sounds helpful but keeping the previous phone number and street address data would be helpful as well. Clients sometimes make errors in data entry that could hinder receipt of text message reminders or cause safety problems when requiring mental wellness checks.

Let Clients Manage Their Own Info in the Portal

Comments6