Skip to main content
TherapyNotes Help Center home page
  • Home
  • Contact
  • Your Account
  • Home
  • Contact
  • Your Account

Client Portal: TherapyPortal

Resources for clients to navigate and use TherapyPortal.com

  • Completing the Client Feedback Form on TherapyPortal
  • Emergency and Other Contacts Form
  • Customize and Share The Consent for Services Form
  • Release of Information Form
  • How to Set Up and Customize Your Client Portal
  • Request and Manage Appointments as a TherapyPortal User
  • TherapyPortal: Your Custom Client Portal
  • Customize, Share, and Process the Client Insurance Form
  • How to Set Always Available Documents in TherapyNotes
  • Completing the Client Insurance Form on TherapyPortal
  • Creating a Custom Form
  • Approve or Deny Client Portal Appointment Requests
  • Automatic Receipts
  • Resetting Your Password as a TherapyPortal User
  • Making Payments on TherapyPortal
  • Review or Sign a Document as a TherapyPortal User
  • Upload a Document to Complete a Request
  • Customize, Share, and Process the Client Information Form
  • Create a PDF Form
  • Collect Payment Information With the Payment Authorization Form
  • Manage Client Portal Access
  • Share Documents With Clients on TherapyPortal
  • Payments on the Portal
  • Check the Status of Document Requests
  • Edit or Cancel a Document Request
  • Remove Client Access to a Document on TherapyPortal
  • Customize and Share the Notice of Privacy Practices
  • Collect Contact Information With the Client Contacts Form
  • Process Electronic Signatures and Paperwork From Clients
  • How to Use Secure Messaging as a TherapyPortal User

Sections

    ©TherapyNotes, LLC