What does the portal look like to patients/clients?

For clinicians who are premium plan subscribers, here are some screenshots of what your patients/clients see when they login to the portal.


This is the home page that the patient/client will see when he/she first login.


This is the messages page where  the patient/client can see all his/her messages.


In the schedule page, patients/clients can view their next appointment, and if you've enabled it, book an appointment online.

Demographic Info

Patients/clients can enter/change their basic info, insurance info, etc. here.


On the billing page the patient/client can view transactions;  if you've enabled it, enter a credit card number or print their superbill; and if you take credit cards, enter/change their credit card number.


Patients/clients can e-consent to PDFs or fill out rating scales, questionnaires, or admin docs.

Provider Notes

Shared notes (like treatment plan recommendations) can be viewed here.


Patients/clients can edit their account info and enable 2-factor authentication.

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

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