Navigating Our Client Portal

1. You will receive a link to sign into your account and set up your credentials.

2. You should click that link in your email, enter your password twice, and click on "Create account"

3. Once you have created your account, you can access your account by entering your email address and password. 

Here's a video explaining the process step-by-step:

 https://app.therapypms.com/patient/new_videos/Patient+Portal 

1. Log into the Primary Patient's Portal
2. Upon entering the primary portal, click on the drop-down option located in the upper left corner of the screen. This will display the associated sibling accounts linked to the primary portal. 
3. Once you click on another account, all the information about that "sibling" will be reflected in the patient portal. 

1. In the Patient Portal, click the My Invoice(s) tab in the left navigation menu

2. Click the Manage Invoice tab to view all the invoices generated for you. Use the Checkbox in the table to select the invoice to pay. Click the Action (...) button and select the Pay Via Credit Card option. Or click the Action button and select Pay Via CC. 

3. In the payment completion screen, the payment can be completed through Card on File or Pay Via New Card. Select the Card on File and enter the below information to complete the payment. 

• Use the checkbox to select the required card.
• Use the Edit (Pencil) icon to edit the card information.
• Use the Delete (Trash) icon to remove the card.
• Click the Pay button to complete the payment. 

4. Select the Pay Via New Card and enter the below information to complete the payment:

• The Cardholder's First Name
• The Cardholder's Last Name
• The Card Number
• The expiry Month/Year
• The CVV Number
• Add a note if required
• Click the Pay button to complete the payment. 

A confirmation message will appear on the screen after once the payment is confirmed. 

Video step-by-step tutorial:

https://app.therapypms.com/p

You can edit your information using the Patient Portal. To make changes, follow these steps:

1. Click on My Info from the navigation bar on the left menu.
2. Edit/update the required information. The details entered by the administrator/provider when the preofile was created will be there. Note: Some details cannot be modified.

1. Navigate to the My Info page on the left menu. Click on Intake Forms on the left profile menu. 

2. A list of intake forms will appear on the right side of the screen. The table consists of the following info:

• File Name: View the type of intake form uploaded into the portal
• Submitted: View whether the forms are submitted or not.
• Status: (Revision, Pending, Awaiting Review)
• Comments: View any comments
• 
  

• Fill in the required intake form information
• Add a signature at the bottom of the intake form and click "Save"
• The form can also be printed/downloaded by clicking the "Print" button.