New to the client portal? Getting started can feel a bit much. Jump to any section below — each card tells you where to find it and what it's for.
First you need to access the portal. We have a sign in page we recommend bookmarking so you aren't stuck remembering where to sign in at!
homeClick here & return back hereGetting started in your client portal can feel a bit overwhelming — start here and review the rest. Home gives you an overview of your appointments, plus quick ways to schedule a new one or make a payment.
homeFind it at Home (left menu)Manage the details that keep things running smoothly — reminders, saved credit cards, login credentials, and your contacts.
account_circleInitials (top right) then My profileAccess, 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)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)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)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)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.