Client Portal Signup & Navigation Guide

Sign Up to Client Portal

Step 1: Open the sign-up link sent to your email

Only use the email address you provided to your clinician or provider. Wait for the practice to create your account and send you an invitation. Use the email invitation to sign up with the same email address provided by you.

Log In and Access the Dashboard

Step 1: Access portal with your email

After signing up using your email address, you’ll land on your portal dashboard.

Appointments

Step 1: View upcoming appointments

See all your upcoming appointments.

Step 2: View past appointments

Review your past appointment history.

Step 3: Reschedule or cancel an appointment

Request to reschedule or cancel by selecting the appropriate button on an upcoming appointment.

Step 4: Join a video appointment

Use the join video link for video appointments. You’ll move to the video tab to meet with your provider.

Forms

Step 1: Go to Forms

Find all pending and completed forms in the Forms section.

Step 2: Fill out a form

Open a pending form, enter your details, and save your progress. Submit the form only when all required details are complete.

Invoices and Payments

Step 1: View invoices

See invoices if payments are enabled.

Step 2: Add or upload a card

Go to the card section and upload your card in the provider's preferred method, then save it.

Step 3: Pay invoices

Return to invoices to pay after saving your card.

Chat with Provider

Step 1: Use chat to message your provider

Send and receive messages using the chat interface.

Profile Details

Step 1: Access your profile

Upload a profile picture or insurance details when needed.

Note: Only add or edit details after discussing with your provider.

My Uploads

Step 1: Upload files

Submit documents, reports, or files requested by your provider.

Logging Out

Step 1: Log out from your portal

This is how you access the client portal and access appointments and other details.