Client Portal User Guide

The Client Portal is a secure, centralized platform that allows you to stay connected with your clinic and manage your care online. Through the Client Portal, you can schedule appointments, communicate securely with your care provider, complete forms and documents, review account information, and make payments—all in one convenient location. 

Depending on your clinic's settings and the services made available by your provider, you may have access to some or all of the features described in this guide, thus the appearance of your Client Portal and the features available to you may vary.

Getting Started 

To access the Client Portal, use the link provided by your clinic and sign in with your email address and password. If you are a new user, follow the instructions in your invitation email to create and activate your account (see article: Creating an Account through the Client Portal). Once signed in, you'll be directed to the Client Portal homepage, where you can access available features from the navigation menu on the left side of the screen, including appointments, messaging, forms, and account management tools

Client Portal Navigation

The Client Portal homepage features 5 sections on the left hand side: Practice Home, Account Dashboard, Messaging, Forms, and Book Sessions.

Practice Home

The Practice Home displays an overview of the clinic.  It includes an About section that includes a summary of the practice, a list of Services, Profiles for the therapists on staff, and Locations.

Account Dashboard

The Account Dashboard allows you to view all of your information at a glance.  Here you can view upcoming sessions, your account information, current account balance along with the ability to make payments, view and modify payment methods, view a comprehensive history of your sessions as well as sync them to your calendar, as well as manage forms sent to you by your therapist.

Today

The Today card gives you an up to date overview of your next session, any forms or tasks to complete, and your current account balance.

Next Session

The Next Session card gives you information about your next upcoming session.  You can also book a new appointment if one isn't pending.

My Account

The My Account card displays an overview if your contact information and allows you easy access to reset your password.

Balance and Payment Methods

You can quickly view your account Balance and Payment Methods here. 

Selecting Add a Payment Method allows you to add either a payment card or your bank information to make payments.  Simply select the desired method, fill out the relevant information, and then select Save.

By selecting the Make a Payment button, you can submit a payment to your clinic.  Simply select a Payment Date, the desired Payment Method, and select whether you want to Pay In Full or apply any available account credit you may have by selecting Apply Credit.  Once you are ready, select Submit Payment in the bottom right.

Sessions

Under the Sessions section, your Upcoming and Past sessions are listed. From here, by selecting the Sync Calendar button you can generate a link to sync these appointments with a web-based calendar such as Google Calendar, and you can select Cancel next to your appointment to cancel it.

This will bring up the Confirm Cancellation window where you can select a reason for your cancellation. To proceed, select Cancel Booking.

Forms & Documents

You can also view, open, or download submitted forms in quick view cards for each form from this section. You can access the fully detailed Forms menu by selecting Manage Forms as well.

Messaging

The Messaging view allows you to message your clinician and exchange information. By selecting Messaging from the sidebar of the Client Portal you will see a list of your communications with your therapists, much like an email thread.

You can begin a new thread by selecting the plus icon in the top left.

You must enter a Subject, the body of the Message, and select a Therapist from the drop down menu before selecting Create.

You can select View Participants above the chat box to quickly view everyone participating in a message thread.

You can also send files and documents by selecting Attach File above the chat box and attach emojis by selecting the emoji icon to the left of the chat box.

Forms

You can view and complete forms you have been sent in this section. At the top you can filter between All of your forms, New forms that have not yet been completed, and Completed forms. Each form has its own card and displays the current progress of the form on the right hand side.  On the right you can either select the download icon to download the form or the open form icon to open the form within the Client Portal for completion.  

Once you fill out and complete a form, select Submit in the bottom right.

Booking Sessions

The Book Sessions section allows you to schedule sessions with your care provider.  Start by selecting the Location, then the desired Therapist, the Service type, and then the Date & Time within your therapist's availability.  

You can book an appointment by following these easy steps:

Select Book Now in the upper right of the screen.

Select the Location you would like and select Confirm.

Next, Select the desired Therapist, and then select Confirm. 

You can also select Details to learn more about a therapist.

After selecting a therapist, select a Service from the list, or search for one from the search box.  

You can also filter the services by Duration or Mode by using either drop down box to the right.

You can select the Session Format from the dropdown box at the bottom of the service card as well.

Finally, select a Date & Time starting with an available date from the calendar on the left, and then Pick a Time from the list on the right.  Select Confirm when finished.