Installing Omnipractice on Mobile

Step 1: Open the client portal link in your Chrome browser.

Step 2: Tap the three dots at the top right of your browser.

Step 3: Scroll down and select Install app to add the portal to your device for quick access. The same process works on iPhone as well.

Step 4: You’re also free to use the portal directly within Chrome if you prefer.

Logging In

Step 1: On the login screen, select I am client.

Step 2: Enter your email address (the one that received the portal invitation).

Step 3: Check your email for the code and enter it on the next screen.

Step 4: Tap Continue.

Once logged in, you’ll see your profile. If you have children who are also clients, an additional profile tile will appear, letting you access their information, too.

Navigating Your Profile

Step 1: Tap your profile.

Step 2: View all your details, including upcoming and past appointments.

Step 3: Check forms—see which have been sent to you, and track their progress.

Step 4: Find pending and completed forms clearly organized.

Managing Bills and Payments

Step 1: Go to the Bills tab if you’re responsible for payments.

Step 2: See all pending and paid invoices. Tap Pay to complete a payment. If a credit card is already added, your payment will be automatically processed.

Step 3: Review the appointment details you’re paying for.

Step 4: Filter invoices by Pending or Paid status for easy management.

Step 5: All your transactions are displayed in one place. Add a credit card here if needed for co-pays or self-pay amounts.

Messaging Your Clinician

Step 1: Head to the Messages tab to communicate securely with your clinician.

Step 2: Your clinician can also reach out to you through the portal.

Updating Profile Information and Uploading Files

Step 1: Visit the Profile section for your emergency contact, address, and payment details — most are already filled in. Add or update info as needed.

Step 2: If required, upload files in the My Upload section.

Step 3: Tap to upload requested files from your device.

Step 4: Update your profile picture, save changes, or log out when finished.

Exploring the Client Portal

Step 1: Navigate easily among these main sections:

• Appointments

• Forms

• Invoices & Billing

• Messages

• Profile (including payment and insurance details)

Conclusion

The Omnipractice Client Portal keeps everything organized, secure, and accessible from any device. For further help, contact your practice’s support team or email support@omnipractice.ai. Happy navigating!