Setting up access for the client, a family member or other person for the client portal

The client portal enables the practice to give clients access to specific parts of their file.

The configurable options include:

Personal data: View and edit address details.
Appointments: View past and future appointments; as well as the option to request new appointments.
Invoices: View and download sent invoices, including the option for direct payment via iDEAL | Wero.
Files: Share specific documents (configurable per file) and the option for the client to securely upload files to the file themselves.
Reports: Access to treatment reports (configurable per report in the client file).
Logging: Insight into the actions that have taken place in the file.

Setting up:
The access settings can be configured via the general settings under the heading 'Client portal'. Here you can indicate per function whether it may be activated for the client or other parties involved (such as family members).

Updated on: 16/06/2026

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