How Patients Request, Reschedule, and Cancel Appointments on the Client Portal

Follow

How to get to the Client Portal 

The practice will inform you how to get to the portal. This can include a button embedded on the practice's website, a link they email you, or an email invitation to the portal. If you are unsure about how to access the portal, please contact the practice directly. Not all practices allow scheduling through the Client Portal. 

Request appointments when not logged in to the portal 

Some practices allow clients to request appointments without creating a portal account or logging in. Follow these steps to request an appointment without logging in to the portal. 

  • First, get to the practice's portal. 
  • On the home page, click "Request Appointment"

  • Select if you are a new client, or an existing client of the practice. 
    • Note: New clients are available to request Therapy Intakes and existing clients are available to request Therapy Sessions. 

  • Select a clinician from the dropdown, or search for any available clinician. 
  • Click the blue "View Available Times" button. 
  • Click on an available appointment. 

  • Review the details and make any changes, then click the blue "Continue Without Signing In" button. 

  • Fill out your name, date of birth, email address, mobile phone number, and any additional comments. 
  • Click the blue "Submit Request" button. 
  • If the practice approves your appointment request, you will get an email to confirm that the appointment has been approved. If the practice denies your appointment request, they will contact you directly. 

 

Request appointments when logged in to the portal 

If you have an account on the Client Portal, you can log into your account to request appointments. After logging in, click "Appointments" at the top, then click the blue "Request Appointment" button. Then follow the instructions above for logged out clients. 

View Appointments 

When you log in to the portal, the home page lists your next confirmed appointment. To view a list of upcoming confirmed appointments and appointment requests, click "Appointments" at the top. Confirmed appointments have a green background. Cancellation requests approved by the practice appear with a red background. The background of pending appointment requests are gray with diagonal lines. Pending reschedule requests and pending cancellation request have a green background with diagonal lines. 

 

Reschedule Appointments 

Please note that not all practices allow clients to reschedule appointments through the Client Portal. 

  • To reschedule an appointment, log in to the portal and click "Appointments" at the top.
  • Click on the appointment you want to reschedule.
  • Click the blue "Reschedule This Appointment" button. 

  • Click the desired new time slot on the calendar. 
  • Review and make any changes to the details. 
  • Click the blue "Submit Request" button. 
  • If the practice approves your reschedule request, you will get an email confirmation. If they deny the request, the practice will reach out to you directly. 

Cancel Appointments 

Please note that not all practices allow clients to cancel appointments through the Client Portal. 

  • To cancel a confirmed appointment, log in to the portal and click "Appointments" at the top. 
  • Click on the appointment you want to cancel. 
  • Click the blue "Cancel This Appointment" button. 

  • If the practice approves your cancellation request, you will get an email confirmation. If they deny the request, they will reach out to you directly. 
Have more questions? Submit a request

Comments