Client Portal: TherapyPortal
Resources for clients to navigate and use TherapyPortal.com
- 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
- Outcome Measures
- 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