Client Portal Guide
Step 1: Clients will receive an email for the enrollment in the Client Portal. Take the next step by clicking the 'Enroll in Client Portal' button provided in the email.
Step 2: After clicking the link, clients will be directed to the Client Portal website to set their password. Clients will have to create a password then retype it for confirmation then click Create Password.
Step 3: Clients can now access the Client Portal.
1 - This will indicate the assigned professional for the client. 2 - This will indicate the Portal User.
3 - This option is for the Settings including the Client Information, Appointment Reminders, Change Password, Change Time Zone and Log Out option.
4 - Side menu for main functions.
5 - This will indicate the Profile Completion.
Main Functions:
- Messages - This tab allows the client to receive and send messages to their professionals.
- Documents - This tab allows the client to access the documents shared to them by the professionals.
- Sessions & Homework - This tab will show all the sessions of the client.
- Forms - This tab allows the client to view and answer the required forms that is assigned to them.
- To Do list - This tab will notify the client if they have an assigned survey to be answered including the status of each To Do List.
- Scheduling - This tab allows the client to schedule an appointment by clicking the 'Schedule New Appointment'.
- Payment & Insurances - This tab allows the client to add their payment details, mode of payment and to generate an invoice.
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