The client portal

A client registers for the portal using the same practice-specific link used for booking. Portal accounts are entirely separate from staff accounts — a client can only ever see their own information.

Clients can view upcoming and past appointments, and join a telehealth session directly from the portal when one is scheduled.

Any intake or assessment forms your practice assigns show up in the portal for the client to complete before their visit.

Clients can securely view documents your practice shares with them.

Clients can send secure messages to your practice directly from the portal, kept in their record.

Clients can view invoices and make payments from the portal, without needing to contact your front desk.