TherapyAppointment
For clients · quick start

Your client portal, in one quick guide.

New to the client portal? We’ve made it easy to get started. Explore any section below—each card highlights where to find key features and how they can help you get the most out of your experience.

6 sections ~3 min to skim Updated April 2026
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person

My profile

Manage the details that keep things running smoothly — reminders, saved credit cards, login credentials, and your contacts.

account_circleInitials (top right) then My profile
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description

Forms

Access, complete, and view documents and forms from your client portal in one place — intake, consent, questionnaires, and anything else your practice sends you.

folder_openFind it at Forms (left menu)
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mail

Messages

Your portal inbox — read and reply to messages from providers and staff, and share attachments securely. All messages live in one spot.

mark_email_unreadOpen the messages icon (top right)
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attach_money

Billing

Access balance details, payment history, receipts, and statements. Make a payment, print receipts, or download statements — all in one section.

request_quoteFind it at Billing (left menu)
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badge

Insurance

Review or add your insurance details, upload a new card, or update plan info any time things change.

health_and_safetyFind it at Insurance (left menu)
tips_and_updates

Can't find what you're looking for?

Your therapist's office can help with anything practice-specific — appointments, billing questions, or form requests. For how the portal itself works, our help center has step-by-step walkthroughs.