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Frequently Asked Questions
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?How do I add my practice logo to therapyportal?
Getting started with TherapyPortal is as simple as clicking a checkbox. Click the User Icon > Settings > Client Portal and select Enable your TherapyPortal.com client portal. If you've uploaded a logo to TherapyNotes, your practice logo will be featured on your portal automatically.What forms are included in therapynotes?
TherapyNotes also includes pre-made Patient Information and Patient Contacts forms, fully-integrated online intake forms that correspond to the Patient Info tab of a client's chart. If you need a signature from your client, there's no need to print out documents for your client to sign in the office.How do I link patients to my Portal account?
Under TherapyPortal Access, click the Link Patient to Portal Account button. Once completed, the portal account will have access to request, view, and manage appointments for both clients. More clients can be added to the same portal account by repeating the steps above.