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How to Reset a Client's Password

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If a client needs assistance resetting their password, you can manually send them a new one.

Step 1: Open their Client Account

From All Clients

  1. Go to the All Clients area
  2. Search for the relevant client you want to send an account activation to
  3. Click on the View Client Account icon 


     

From My Clients or their Cumulative Patient Profile (CPP)

  1. Go to My Clients
  2. Search for the relevant client you want to send an account activation to
  3. Click on their name to open their profile
  4. Click Edit Client Details
  5. Click View Client Account

Step 2: Send Password Reset

Scroll to the bottom of the page and select the 'Resend' button

resend_password.JPG

The Client will receive a password reset email and will need to follow the prompts in the email to complete the password reset. Please ensure the client checks their junk/spam folder as emails may sometimes be automatically filtered into those folders.

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