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Client Portal Screenshot_edited.jpg

As a solo practitioner without administrative staff and support, I encourage those I work with to use my Online Portal as much as possible, especially for 1) appointment scheduling and 2) to send and receive secure messages for any communication that goes beyond appointment reminders and logistics.

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The screenshot above shows what my Online Portal looks like. After you sign into this secure space you can complete a number of tasks, described below:

 

1. MESSAGES: Send and receive secure, encrypted messages with me. Please do not use email or text messages for anything other than scheduling appointments and logistics. Messages within this Online Portal are the best place to communicate personal information.

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2. FORMS: Complete, sign & submit forms I ask you to complete. These include initial intake forms and periodic updates such as assessments or revised consent documents.

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3. INVOICES: View or download past invoices. And if you are seeking reimbursement for Out of Network (OON) insurance benefits, talk to me about Superbills, a special invoice that includes diagnosis and other information required by insurance. Superbills may also be required for your Health Savings Account (HSA) or Flexible Spending Account (FSA).

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4. SIGNATURE REQUESTS: This is most often used when we prepare a collaborative Treatment Plan and I ask you to review and sign off on the final draft.

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5. SHARED DOCUMENTS: I may share a document with you for suggested reading or review.

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6. APPOINTMENTS:  Lists your Past Appointments.

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7. PACKAGES: Not currently used.

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8. CREDIT CARDS: Add or delete credit cards on file and set your "preferred" card.

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