Overview of patient portal

If your clinician has activated certain features for your client portal, you will be able to:

  • Create your own insurance-ready billing statements
  • Enter or update your own demographic info
  • Read and reply to messages from your provider through the secure messaging
  • View practice documents and e-sign consent forms
  • See your next appointment on your dashboard, and schedule your next appointment through online booking (if your provider offers this feature)
  • See a customized message on your dashboard (such as instructions to get to your provider's office, or their out-of-office message)
  • See a link to a map of your provider's office location on your dashboard
  • See treatment plan notes that your provider has customized for you in Charts>Notes>Portal Notes
  • Enable an added level of security to your account through 2-factor authentication

That's it! If you have any questions, please contact us.

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