How do I send my client a Pre-Visit Form!

Pre-visit forms are fantastic for stopping clients coming for a treatment where they may have a contra-indication, it also gives you the opportunity to prepare better for that client allowing you to tailor their visit to suit their needs and concerns.

To send a previsit form, click on clients, search for your client then click on their name to open the client record card. There are 3 dots just to the right above their email address, click on this to reveal a menu where you can send the pre-visit form. The pre-visit form emails them a link to a form they complete to alert you of any possible contra-indications. Once they complete it you will be alerted via email and the form will be in their client record card.

How do I perform a consultation?

From your Dashboard you can either click on Start Consultation at the top, search for your client, add them if they are not already in the system, once found click on the client to start the consultation, then just choose the treatment type followed by the actual treatment. The form will then load and simply follow the form as it guides you through the consultation.

Where do I login to the Portal

To login, simply go to https://portal.consultwithconfidence.com/login. Use your email address and password to login. You should save this URL to your homescreen or desktop for easy and fast access back to the portal.

How do I add or amend Therapist/Login Details

From within your Dashboard click on the large Therapists box, from here you can add a new Therapist/Login, change their password and email addresses, clock them in and out or work or archive them.

How do I create a branded form?

From your settings, go to the Branded Forms dropdown section at the bottom. Choose the treatment form, click Add Branded Form then at the bottom input the brand name, then just click on Save Settings to save the treatment forms you have selected or created within the branded forms section.

How do I select my treatment forms?

From your Dashboard, click on the 3 lines in the top right of the screen and then click on settings. Scroll down and select the dropbox menu that relates to the type of treatment form you require. Click on the buttons to turn the forms you require to green. Scroll down to the bottom and click on Save Settings.

How do I brand my login?

Once you have logged in, from your Dashboard, click on the 3 lines in the top right of the screen and then click on settings. From here you can add your logo and choose primary and secondary colours. Uploading a logo will add your logo to your aftercare emails that go out to clients. Scroll down to the bottom and click on Save Settings.

Can I add or amend notes on a consultation?

You can add notes and images to a consultation at any time after the initial form has been submitted, you cannot amend or delete any notes once they have been added.

For information about what we do with personal data see our Privacy Notice

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Therapist Dashboard