Configuring About Me in ClientConnect

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:

1. Login to Penelope using a System Administrator account.

2. In the System Setup section click ClientConnect.

3. On the ClientConnect Setup page click the About Me tab.

4. Click the edit button located in the top right-hand corner of the page.

5. Under the About Me header chose the options you would like to enable or disable (a ticked box indicates the option is enabled).

6. 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).

7. 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).

8. 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).

9. 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 ClientConnect:

• ClientConnect Configuration Guide

• Managing Event Requests in ClientConnect

• Creating and Managing ClientConnect Accounts

• Setting your Client Facing Availability

• ClientConnect Communication Settings