Client: Self-Schedule Appointment in the Client Portal

If your Therapist uses the Self-Schedule option, you will be able to self-schedule Appointments via the Client Portal or through a direct link provided by your Therapist.

Once you schedule your Appointment, your Therapist will receive a notification and will confirm or decline the request. You will be able to see the status of your Appointment Requests in your Client Portal.

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Create Appointment Request from Appointments Tab

1. If your Therapist gave you a link to create an Appointment, click that link and skip to step 4.
2. If not, login to your Client Portal and click Appointments in the top navigation.
3. Click New Appointment button.
   
   
    
4. The appointment pop-up window opens. Select the following:
   • Provider - who you would like to schedule an appointment with
   • Location - the location of the appointment
   • Forum - select in-person or telehealth if this setting is enabled

     NOTE: Depending on how your provider has availability set up, you may see a Select Forum field when requesting an appointment. You will need to specify whether you want to request a Telehealth or In-person appointment. 
      

     

     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
      
   • Service - based on the selected provider, select the service for the appointment 
   • Availability - see available times based on the selected provider's schedule.
     Double-click and drag in any available space on the calendar to select the date & time for the appointment.

     NOTE: Unavailable times are greyed out on the calendar.

      

5. Click Save.
6. Click Submit New Appointment.
7. Click View My Appointments to see the new appointment.
   
   
    
8. You will receive an email notification that the Appointment is waiting for your Therapists confirmation.

   NOTE: Click the Manage Appointment button to make changes to your Appointment Request.

   
   
   

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Create Appointment Request from the Calendar Tab

1. Log in to your Client Portal and click Calendar in the top navigation.
2. Click New Appointment button or click directly on the calendar for the date & time you want to schedule. 
   
3. The appointment pop-up window opens. Select the following:
   • Provider - who you would like to schedule an appointment with
   • Location - the location of the appointment
   • Service - based on the selected provider, select the service for the appointment.
   • Availability - see available times based on the selected provider's schedule.
     Double-click or drag in any available space on the calendar to select the date & time for the appointment.

     NOTE:  Unavailable times are greyed out on the calendar.

      

4. Click Save.

   NOTE: The system validates the appointment information. An error message will display if there are conflicts related to the service type and availability of staff.

    

    

5. Click Submit New Appointment.
6. Click View My Appointments to see the new appointment.
   
   
   

Scheduling Telehealth Appointments with Your Therapist 

1. Your therapist has the option to allow you to schedule telehealth appointments through the client portal.
2. If this feature is available to you, click +New Appointment.
   
   
    
3. Select Provider and Location.
4. Select Forum: Telehealth or In-person.
   
   
    
5. Select Service(s).

   NOTE: Only service types saved in the availability block will be available in the services list.

   
   
   

6. Select the date and time for the appointment based on the provider's availability.

   NOTE: Unavailable times are grayed out on the calendar.

    

   

1. Click Submit New Appointment.
   
   
    

Check Appointment Status

After you have scheduled an Appointment you will be able to check the status (Unconfirmed or Confirmed).

From the Appointments Page

1. Click the Appointments tab.
2. Locate Upcoming Appointment and see Status.
   
   

From the Calendar Page

1. Click the Calendar tab.
2. Locate Upcoming Appointment on the calendar and see Status.
   
   

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