When you open your client portal account, you will be welcomed with the dashboard. The dashboard will display your history with your practitioner, including notes, documents, and forms from past and future appointments.
In this guide, we'll cover the following:
Signing into the client portal
You can access the portal by clicking the invite link sent to your email.
When you click the button or link, you will be directed to create an account through this page. If you want to log in again, just click on this link: https://app.carepatron.com/Login
What does a client portal look like
When you log in, the patient portal should look like this:
Portal components
Dashboard
In the client portal dashboard, you can view appointments and book, cancel, and join sessions.
Inbox
You can view secure in-app messages through your inbox. You can also send your provider messages based on their communication preferences you have configured in your settings. If you can't send messages through the client portal, it must be due to your provider's communication configuration, which can be any of the following:
Reply only (default): Restrict clients to responding only to staff-initiated conversations. Conversations with clients autoclose after 48 hours without a client reply.
Never initiate communication: Prevent clients from starting new conversations.
Assigned clients only: Limit staff communication to their designated client roster.
All clients: Any client can start a direct message with staff at any time.
Read more about secure messaging.
Documentation
In this tab, you will see the forms and notes shared by the providers. You can also upload files, create notes, and download them.
My relationships
You can see the relationships under this tab as well as the documentation shared with them.
Settings
You can also update your profile, set language and timezone, enable MFA, and set your payment method.
How to book an appointment through the patient portal
Go to Dashboard.
Click Book appointment.
Book an appointment with your provider.
Cancel an appointment through the patient portal
Go to Dashboard.
Locate an upcoming appointment.
Click on the overflow (three dots) icon.
Select cancel.
Provide the reason for cancellation. If you can't cancel an appointment, check your provider's booking and cancellation policies.
Client settings
You can also update your profile, set language and timezone, enable MFA, and set your payment method.
Change language and timezone
Access the client portal.
Navigate to the Settings page.
In Profile, select Language and timezone.
Select the edit icon.
Change them as you need and save them.
Activate MFA
Navigate to the Settings page.
In Profile, select Multi-Factor Authentication (MFA).
Select the Set-Up MFA icon.
Scan the QR code in the authentication app you'll be using.
Add the code shown in the app and select Verify.
Delete my account
Navigate to the Settings page.
In Profile, select Danger zone.
Select the Delete account option.
Confirm by selecting Yes, delete.
The account will be deleted.
Add a payment method
Navigate to the Settings page.
Select Payment methods.
In Payment methods, select +New Payment.
Add the information (Card Information, Country, and Authorized provider).
Then select Save.
Note:
Adding an authorized provider will allow your practitioner to charge your registered account when processing an invoice payment.
Client portal documentation
As a client, you can manage your documentation and the practitioner's shared documentation.
View documents shared
Access the client portal.
Navigate to the Documentation page.
Hover over the documents, and select the Eye icon to view your document.
Download the documents shared
Navigate to the Documentation page.
Hover over the documents, and select the Down Arrow icon to download your document.
A print page will open. Confirm the download by selecting Save.
Confirm the file name and select Save.
Upload documents
Navigate to the Documentation page.
Select the Upload files option.
Attach or drag and drop the file to upload it.
Select Save.
Add a note
Navigate to the Documentation page.
Select the New Note option.
Create the note.
Select Complete.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.