TherapyPortal: Your Custom Client Portal

TherapyPortal is your own, unique client portal that you can customize to suit the needs of your practice. Your custom client portal is included with your TherapyNotes subscription at no extra cost.

With your client portal, you can:

  • Customize your portal with your own logo and color scheme to match your brand
  • Allow clients to view when clinicians are available for appointments
  • Allow either new clients, existing clients, or both to securely submit requests to schedule, reschedule, or cancel appointments online
  • Give clients the ability to view and manage their upcoming appointments
  • Share important documents with your clients for them to review or sign electronically

All functionality on the client portal is optional, allowing you to choose how your clients and visitors to your portal can interact with your practice online. Every function of your client portal is tied directly to your TherapyNotes account to ensure a seamless workflow.

Everything you need to customize and manage your client portal can be found in your Client Portal settings and on the Portal tab of each client’s chart.

Enabling and Customizing Your Portal

Getting started with TherapyPortal is as simple as clicking a checkbox. Click the User Icon > Settings > Client Portal and select Enable your client portal.

If you’ve uploaded a logo to TherapyNotes, your practice logo will be featured on your portal automatically. Configure exactly how you want your client portal to work using the options in your Client Portal settings.

For additional instructions for setting up your client portal, read How To: Set Up and Customize TherapyPortal.

Inviting Clients to Create Accounts

Easily invite your clients to create a secure account with your portal by sending them a welcome email from the Portal tab of their chart. Clients can access their account using the email address they have on file in TherapyNotes, their date of birth, and a secure password that they create.

Have a parent that needs access to portal resources for two or more of their children? Simply ensure that the parent’s email address is on file in TherapyNotes for each of the children, send an invitation for one client, and link subsequent clients to the same account on the Portal tab of their charts.

For more information, read How To: Manage Client Portal Access.

Managing Appointment Requests

Any appointment requested by a client on TherapyPortal automatically shows up in your TherapyNotes account for you to approve or deny. Requests that are pending your approval will appear right on your To-Do list.

For more information, read How To: Approve or Deny Client Portal Appointment Requests.

Sharing Documents

Electronically send documents that you’ve uploaded to your Document Library and upload client-specific files to include in document requests. Send anything from homework to informative diagrams for your clients to review at their leisure.

If you need a signature from your client, there’s no need to print out documents for your client to sign in the office. Simply send the document via TherapyPortal and request a signature, and your client can draw their signature on their phone or computer. A secure, legal record of their signature will be available to your client in their TherapyPortal account and to you in their chart in TherapyNotes.

For additional instructions for sharing documents with your clients, read How To: Share Documents With Clients on TherapyPortal.