How To: Request and Manage Appointments as a TherapyPortal User

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While some practices do not allow online scheduling, many TherapyNotes practices use TherapyPortal to allow their clients to conveniently request and manage appointments. If your practice uses TherapyPortal, they will inform you how to access the portal. In many cases, they will send you an email invitation to join the portal, or they may include a link to the portal on the practice's website. If you are unsure how to access the portal, please talk to the staff at your practice.

Each practice uses TherapyPortal differently, so be aware that your practice may choose not to take advantage of all portal features. 

Request Appointments

Many practices require clients to be logged in to the portal in order to request appointments. 

To request an appointment on TherapyPortal with an existing portal account:

  • Log in to your practice's portal
  • Click the Request Appointment button

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  • For Client Status, select whether you are a new client or an existing client
  • From the Appointment Type dropdown, select whether you are scheduling a Therapy appointment or a Medication Management appointment, if applicable. New clients may only schedule Intakes, while existing clients may only schedule Sessions
  • If your practice has multiple locations, select your preferred location from the Location dropdown
  • From the Clinician dropdown, select your preferred clinician or search for Any Available Clinician
  • Click the View Available Times button

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  • Select your preferred appointment time
Quick Tip: If you select an appointment time that is in the near future, you may be unable to schedule the appointment through TherapyPortal. Please contact your practice to schedule such appointments.
  • Review your appointment request details and click the Submit Request button

You will receive an email confirmation once your appointment request is approve by the practice. If your request is declined, you will be contacted by the practice directly to reschedule. Declined appointment requests will not appear in your appointment list.

 

Some practices allow clients to request appointments without creating a portal account or logging in. If this is the case with your practice, you may follow these instructions to request an appointment without logging in.

To request an appointment on TherapyPortal without a portal account:

  • Visit your practice's portal
  • Click the Request Appointment button
  • Follow the steps above for configuring the details of your appointment
  • Click the Continue Without Signing In button
  • Enter your NameDate of BirthEmail, and Mobile Phone
  • Click the Submit Request button

You will receive an email confirmation once your appointment request is approve by the practice. If your request is declined, you will be contacted by the practice directly to reschedule. Be sure to request a portal account at your appointment so that you can manage your upcoming appointments.

View Appointments

With a portal account, you may view and manage any of your existing appointments or pending requests with the practice.

To view your upcoming appointments, canceled appointments, and pending requests:

  • Log in to your practice's portal
  • Your next confirmed appointment is shown on the homepage. To view your full list of appointments, click the View All Appointments link or click Appointments at the top of the page

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(A) Confirmed appointment: Your confirmed upcoming appointments appear on you appointment list with a solid green background. 

(B) Canceled appointment: Upcoming appointments that have been canceled appear with a solid red background and a strike through the appointment details.

(C) Pending appointment request: Pending appointment requests appear with a grey striped background. These appointments have not yet been confirmed by your practice.

(D) Pending cancellation or reschedule request: Appointments that you have requested to be rescheduled or canceled through the portal appear with a grey and green striped background. These appointments were previously confirmed by your practice, but your practice has not yet reviewed your request to cancel or reschedule.

Cancel or Reschedule Appointments

To cancel a confirmed appointment or pending request:

  • Log in to your practice's portal
  • Click Appointments at the top of the page
  • Click the appointment you want to cancel
  • To cancel a confirmed appointment, click the Cancel This Appointment button. To cancel a pending request, click the Cancel This Request button

To reschedule a confirmed appointment:

  • Log in to your practice's portal
  • Click Appointments at the top of the page
  • Click the appointment you want to reschedule
  • Click the Reschedule This Appointment button
  • Edit the appointment details including Appointment TypeLocation, and Clinician as desired
  • Click the View Available Times button
  • Select your preferred appointment time
  • Review your reschedule request details and click the Submit Request button
Have more questions? Submit a request

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