video1.0<iframe src="https://www.loom.com/embed/68af8bb3de0b4cdba1f3bb338dd73447" frameborder="0" width="1244" height="933" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9331244Loomhttps://www.loom.com9331244https://cdn.loom.com/sessions/thumbnails/68af8bb3de0b4cdba1f3bb338dd73447-1690557953261.gif746.4666666666667In this video, I will walk you through one of our favorite updates, available on both the AMS and Basic plans. Now, your clients can update their prescriptions for you through the self-service module, previously known as the client access portal. I will guide you through the steps and highlight the ease of this process. Make sure to have something filled out in each field, except for the notes field. I recommend having clients email you once they have completed the update. Additionally, I will cover important settings and templates to ensure a smooth experience. Remember, the email template will be triggered again when you enable self-service, so use it for individual clients as you set up their appointments.