Questions from Your Client
Enable the Questions from Client Tab
Navigate to your Practice Settings (⚙️ icon)
Select the Client Portal tab
Navigate to the Inbound Questions/Files tab
Check the 'Enable questions from clients' box
Enabling Questions from Clients is a practice-level setting and will add this tab to all of your clients' portals
The Client Portal Tab: Questions for Us
Once enabled, your clients will have a third tab in their Portal, titled Questions for Us where they can submit questions to your practice.
FAQs
Can I see all of the questions my client has asked me?
Yes - You can access the questions your client has submitted by
Navigating to Client Communication
Selecting Questions from Client
Will my client be notified when I answer their question?
NOT automatically - If you respond to a question that your client asks you, Keeper will not automatically notify them.
You can choose to notify the client immediately when responding by checking the Notify Client box.
