How to change the email of a client already in the portal

Currently, clients using the portal cannot change their email addresses directly due to security measures. This limitation is in place to protect personal health information. Allowing easy email changes without re-verification could lead to mistakes, such as typos, potentially exposing sensitive data to unintended parties.

Here's how to properly manage email changes for clients that are already in the portal.

Step 1: Remove the client from the portal by following this tutorial.

Step 2: Change their email address. You can follow the instructions in this tutorial to learn how to do this.

Step 3: Re-invite the client to the portal as shown in the tutorial from Step 1.