Client Portal: Overview

TherapyAppointment has made the client/patient portal user-friendly, so that clients have quick access to pertinent information.

Once in the Client Portal, the Dashboard offers clients quick access to view important tasks, such as: Account Setup, Appointments, Assigned Documents, Account Balance, and the ability to manage Insurance Information within the Account.

Within the Article:

Tasks On The Dashboard

Above is a client portal dashboard once signed in for the first time.

From the dashboard you'll notice the following explained in depth below but includes: 2-factor authentication, insurance information, view appointments & client responsibility, make payments, access assigned documents to complete, etc.

Two-Factor Authentication

  • Two-Factor Authentication keeps the client account more secure.
  • Although not a requirement to set up, TherapyAppointment strongly encourages enacting this additional protection. The client is notified via email when logging in from an unrecognized device
  • Once enabled, the client will be prompted to enter the two factor code when signing in from an unrecognized device
⚠️ Note: Clients can change this either from the dashboard, or under their My Profile area

View Client Documents

Similar to "unread notifications" in other apps, clients will be shown this when they have either documents assigned to them:

⚠️ Note: Clients are shown on the left hand menu the number of uncompleted documents, highlighted below:

Clicking on My Docs & Forms takes them to the page of their available forms:

Insurance Information 

Clients can click My Insurance (left menu) to manage health insurance details.

  • No Insurance: indicates self or private pay
  • I Have Insurance: allows you to include health insurance information (sent to staff to review in client profile under Primary Insurance section)
    • Complete the required insurance items within, then click  button at the bottom

⚠️ Note: want to collect this information during client registration (clients created either self-registered or by staff)? Please check this article out: Client registration process

Schedule & View Appointments

Upcoming scheduled appointments are easily viewed from the dashboard in the bottom section.

If the provider has offered self-scheduling access, creating an appointment is easily available within the client portal.

  • From the Dashboard, clients can self-schedule by clicking the button (top right)
  • The system will then show clients available dates & times based on provider availability, similar to below:

⚠️ Note: Having an issue with clients not being able to schedule? Please first check our most common causes to this, article here: Client Self-Scheduling - Common Issues

Your Responsibility / Balance

The client account balance appears within the Balance section on the client's right hand menu of the Dashboard:

(Shown including ability to make a payment, view account [billing], and an ability to create a statement)

To view additional Account History and Payments made, click the View Account button here, or the left menu option  $ My Account

Making a Payment

⚠️ Note: To make a client payment online, an owner or manager must integrate payment card processor details (under Practice Settings > Billing & Insurance > Payment Processing)
  • From the portal Dashboard, select to

Alternatively:

  • Click $ Make Payment (left menu)
  • If needed, adjust payment amount, then either enter card details or use a saved card on file to make a payment, it's that easy!

⚙️ My Profile

  • The profile allows clients to update and edit most demographics and settings for their account.
  • Namely, they can edit:
    • Photo ID
    • Phone Numbers & Emails
    • Reminder Settings
    • Contacts (including responsible party)
    • Credit Cards on File
    • As well as the right menu (shown below as well) 
      • View / Change Username
      • Password Reset
      • View Login History
      • View/Download Terms of Service
      • Ask a Question to a scheduler or biller staff member, or one of their providers
  • This is similar to the client Profile view from the staff side, example client profile shown below:

🗓️ My Appointments

  • This section shows all upcoming appointments for a client.
  • They can also confirm and cancel appointments based on the provider's allowed settings, configurable in a provider's My Profile area.
  • They can also self schedule an appointment either from here or the Dashboard

✉️ My Messages

This is our free, HIPAA compliant messaging!

  • This shows a list of messages that clients can view and reply to from any staff members.
  • Clients can send a message to their provider here
  • We also support message attachments up to 10Mb!
    • Send a document or picture that may be needed this way

Article: Sending Messages

Note: Need to reach out to a billing or scheduler designated by their settings?
This article covers that process: Ask a Scheduler or Biller

💵 My Account

This allows clients to perform the following:

  • View and print receipts for payments made
  • View and print (or save) Superbills, Flex Spending Statements, as well as standard Statements
  • Make a payment

This view is similar to their Billing tab in their profile from the staff side, without the ability to edit:

Payment Receipt:

💵 Make Payment

This allows clients to make a payment on their account.

They can specify the amount paid, and opt to either enter a new card on file, or use a card already saved on file within their profile.

📄 My Docs & Forms

This allows clients to complete any assigned:

💳 My Insurance

This allows clients to input their insurance information, or specify they are a private pay client without any insurance.

Already have insurance entered?

Within  My Insurance (left menu) clients can re-enter their insurance details.

Click the button   :

From here, clients can input their new insurance information:

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