How to Register for the Client Portal

How to Register for the Client Portal

Introduction:
This job aid is intended to serve as a guide for how to sign up for a client portal account, where you can create and follow up on tickets, find helpful guides on popular questions and issues or processes, request training or account upgrades, and connect with your fellow industry centers in the community forum about popular issues and feature requests you'd like to see.   

Important Notes:
  1. The Community Forum will be accessible after 1/1/2024, stay tuned for more updates!
  2. The support email will be discontinued for tickets by the end of 2024, please ensure that you are registered for the client portal by this time. 
Customer Questions:
  1. Who can sign up for the client portal? Any active, valid, verifytx customer. 
  2. Where do I sign up? You can sign up here: https://systemstx.zohodesk.com/portal/en/signin
    1. You can also click the "?" icon in your VTX app for get help, then click "Help Center" this will be available to all users as of 01/01/2024
  3. How do I sign up? You can click on the link in this job aid, then, select "New Customer" 

  5. Enter in your name, email, and the recaptcha code, then click "Sign up"

  7. You will receive an email from support@verifytx.


    • Related Articles

    • Winter 2023 Updates

      Verify TX Important Updates VerifyTreatment has a client portal! This portal will allow customers to submit inquiries of all kinds from support to billing to questions and feature requests. We will also be debuting a help center with help guides to ...

    • Release Notes 24.02

      Release Notes: 24.02 Upgraded Search Capabilities - we're rolling out a new upgraded search that allows you to drill down by Insurance, Coverage Status, Facility, Client Type, Tag Applied, and much more, checkout our knowledge base article to see all ...

    • Popular FAQs from our Clients

      Popular Questions and Resolutions Adding User FAQs I'm having trouble adding a user, it says their email is already active on another VerifyTX Account, what should I do? First, find out if that person is still actively using that Verify TX account. ...

    • How to Mass Update Fields in the VOB List View

      How to Mass Update Fields in the VOB List View Introduction This article is intended to provide guidance to users on how to update eligible fields in mass in the verification list view. 1. Navigate to the "Verifications" List View 2. Click the ...