ClientConnect is Bonterra Software’s new mobile-friendly client portal that empowers your clients to participate in their care while improving outcomes and providing transparency, accountability and trust.
How to Configure About Me
To configure the About Me section in ClientConnect you will need to follow the instructions below:
Login to Penelope using a System Administrator account.
In the System Setup section click ClientConnect.
On the ClientConnect Setup page click the About Me tab.
Click the edit button located in the top right-hand corner of the page.
Under the About Me header chose the options you would like to enable or disable (a ticked box indicates the option is enabled).
Under the Profile header chose whether you want the fields to not be displayed (option = Do Not Display), to be displayed (option = Display) or to be displayed and editable by the ClientConnect user (option = Display and Editable).
Under the Personal Demographics header chose whether you want the fields to not be displayed (option = Do Not Display), to be displayed (option = Display) or to be displayed and editable by the ClientConnect user (option = Display and Editable).
Under the Active User Defined Fields header chose whether you want the fields to not be displayed (option = Do Not Display), to be displayed (option = Display) or to be displayed and editable by the ClientConnect user (option = Display and Editable).
Click Save.
Once saved, these options/features will be available immediately in your ClientConnect database for your users.
Getting Started with ClientConnect
Here are some useful guides for helping you get started with ClientConnnect:
ClientConnect Configuration Guide
Managing Event Requests in ClientConnect
Creating and Managing ClientConnect Accounts
Setting your Client Facing Availability
ClientConnect Communication Settings
Are you a ClientConnect user and need help using ClientConnect? We have a library of resources available that can guide you through each ClientConnect feature.
To access the ClientConnect Knowledge Base visit: https://help.client-connect.net.
*Alternative search term – Client Connect.