ChartCaddy allows clients self service access to limited amounts of their information stored in the system. ChartCaddy administrators first create a portal login for a client. Under certain circumstances a portal user may need access to more than one client, such as when a single guardian is responsible for more than one client in the system. Therefore more than one client can be assigned to a portal login.

Portal logins are administered under the Settings main menu option. Portal login options are status, name, email address, and password. Portal login statuses are Active, Not Active, and Password Reset. If the status of the portal login is set to Not Active then the portal user can not log in. If the status of the portal login is set to Password Reset then the portal user must reset their login before they can log in. That way the administrator can assign an initial temporary password and use the Password Reset status to force the portal user to create their own password.

To log in the portal user loads the portal page and enters their email address as their user name and the password supplied to them. The portal URL depends on the organization and is in the format https://www.chartcaddy.com/portal/<orgnick>/login where <orgnick> is the system nick name of the organization. The system nick name of the organization is displayed when a user is logged in near the bottom left of the screen. Currently portal functionality is very limited, and the only information available is summary information about billable chart items for the clients assigned to them. However the client portal is under active development and more capabilities will be added soon.