Client portal

One portal for everything clients do.

CoralEHR's client portal lets clients book sessions, sign forms, pay and join video, on a phone or a computer.

From the same place they fill in forms, download superbills and message you. Guardians get their own access for a child.

Free for 2 weeks · We move your data for you · A signed BAA on every plan

To do

A to-do list that shows clients what's waiting.

Forms, invoices, homework and their treatment plan sit in one list the moment a client opens the portal. You see when each one is done.

  • Forms to fill in and consents to sign
  • Invoices to pay, with AutoPay
  • Homework from you
  • Their treatment plan, which they confirm they have read
Messages

Secure messages, with files and an away reply.

Clients reach you without email or text, and every message stays in Coral with the rest of the record. Set an away reply and clients see it once, with a crisis line.

  • Up to 5 files of up to 50 MB each, every file scanned
  • An away reply with a crisis line
  • Clients can message you or the front office
  • Your team messages each other inside Coral too

Questions therapists ask

What can clients do in the CoralEHR client portal?

Clients book sessions, fill in and sign forms, pay invoices, download superbills, message you and join video sessions, all from one place on a phone or a computer.

Do clients need an app?

No. The portal runs in the browser on any phone or computer, with nothing to install.

Can parents use the portal for a child?

Yes. Guardians get their own portal access for a child and can act for them. Portal access and who pays are set separately.

Are portal messages secure?

Yes. Messages stay inside Coral, covered by your BAA. Clients and staff can attach up to 5 files of up to 50 MB each, and every file is scanned.

Can I set an away message?

Yes. Set an away reply that clients see once, with a crisis line, while you're away.

See the portal the way your clients see it.

A 20-minute call, then 2 weeks free. We set it up with you and move your data for you.