If you want to know what questionnaires, reports, and meal plans a client has access to in the client portal, then follow these steps.
Step 1: Open the relevant client record and click the Status tab.
Step 2: check the table for questionnaires. Any questionnaire that is sent but not returned is accessible to the client via the portal.
Step 3: click the Reports tab.
Step 4: You can check the Shared column to see which reports have been shared in the portal. You can also click the Shared column header to sort the reports. if you want to share a report in the spot, you can click on Actions in the table and select the option to share.
Step 5: Click on the Meal Plans tab.
Step 6: You can check the table in the same way you have done for the reports.
What kinds of data do clients have access to in the portal