Instructions for Using the Client Portal
Welcome to the Client Portal!
The client portal is designed to make it easy and convenient for you to manage your appointments, complete forms, and handle payments — all in one place. Below are some helpful instructions to guide you:
Logging In
You will receive a welcome email with a link to set up your portal access.
Once set up, you can log in anytime using the secure link provided.
If you ever forget your password, there’s an easy password reset option to help you get back in.
Completing & Managing Forms
All required forms for your sessions will be available in the portal.
You can complete and submit forms online ahead of your appointment.
If you need to update any information (like contact details or health history), you can do so directly through the portal.
Booking & Managing Appointments
You can view upcoming appointments in the portal calendar.
If needed, you can reschedule or cancel appointments (within the cancellation policy timeframe).
Appointment reminders will be sent to you automatically to help you stay on track.
Viewing Invoices & Making Payments
After each session, an invoice will be available in the portal for your records.
You can make payments directly through the portal using secure payment options.
If you are on a payment plan or concession arrangement, your invoices will reflect those adjustments.
Need Help?
If you ever need assistance with the portal or have any questions, please feel free to reach out to me directly — I’m always happy to help.
Thank you for being here — I look forward to supporting you on your healing path.
Warmly,
Heather Marie
Clinical Psychologist
Healing Path
