The Client Portal allows you to review, sign, download, and manage documents shared by your practice. Documents such as forms, clinical notes, invoices, and superbills can be accessed from the My Documents section.

You can also request missing documents and receive notifications when new documents are available.

Access My Documents

1. Sign in to the Client Portal.
2. Select the My Documents tab.
   

The following sub-tabs are available:

All Documents

The All Documents tab displays all documents shared by your practice, including:

• Forms
• Progress Notes, Complete Evaluations, and so forth
• Invoices
• Superbills

You can review and download documents from this tab.

Forms

The Forms tab displays only forms shared by your practice, such as intake forms and other questionnaires.

You can review and download forms from this tab.

Documents

The Documents tab displays non-form documents, including:

• Progress Notes, Complete Evaluations, and so forth
• Invoices
• Superbills

You can review and download documents from this tab.

To Be Signed

The To Be Signed tab displays documents that require your signature.

1. Open the document.
2. Review the contents.
3. Add your signature when prompted.
4. Save or submit the signed document.

After signing, you can download the document to your device.

Action Required

The Action Required tab displays documents that require your attention, such as documents awaiting review or signature.

Open the document and complete any required actions.

New

The New tab displays newly shared documents that have not yet been reviewed.

After you review or complete any required actions for a document, it will no longer appear in the New tab.

Understand Document Statuses

Documents are displayed as individual cards within each tab.

Each document card includes:

• Document name
• Date and time received
• Download option
• Document status
  

The following statuses may appear:

Download a Document

1. Open the appropriate document tab.
2. Locate the document you want to download.
3. Select the Download option.
4. Save the document to your device.
   

Sign a Document

If a document requires your signature:

1. Open the To Be Signed tab.
2. Select the document.
3. Review the document.
4. Add your signature.
5. Complete the signing process.

Once signed, the document can be downloaded for your records.

Request a Missing Document

If you need a document that is not available in the portal:

1. Open the My Documents tab.
2. Select Missing Document.
3. Click Send your provider a message.
4. The portal redirects you to the Compose Message screen.
5. Enter your request and send the message to your practice.

Your provider can then review your request and share the document if available.

Document Notifications

When your practice shares a new document, you may receive a notification message in the Client Portal.

Examples of documents that may generate notifications include:

• Invoices
• Superbills
• Progress Notes, Complete Evaluations, and so forth
• Other shared documents

The notification message includes a link to the document.

Selecting the link opens the New tab within My Documents, where you can review the newly shared document.

Where can I find documents shared by my practice?
Open the My Documents tab and select the appropriate sub-tab to view your documents.

What types of documents can be shared through the Client Portal?
Your practice may share forms, progress notes, complete evaluations, invoices, superbills, and other documents.

What does the Pending Review status mean?
Pending Review indicates that a document has been shared with you but has not yet been reviewed.

What happens after I review a document marked as Pending Review?
After reviewing the document, its status may change to Completed.

How do I know if a document requires my signature?
Documents that require your signature appear in the To Be Signed tab.

Can I download documents from the Client Portal?
Yes. Shared documents can be downloaded and saved to your device.

Where can I find newly shared documents?
Newly shared documents appear in the New tab until they have been reviewed or any required actions have been completed.

What should I do if I cannot find a document?
Use the Missing Document option within My Documents to send a request to your provider.

Will I be notified when a new document is available?
Yes. When a new document is shared, you may receive a message in the Client Portal containing a link to the document.

Why did a document disappear from the New tab?
Documents are removed from the New tab after they have been reviewed or the required action has been completed.

Can I access previously reviewed documents?
Yes. Previously reviewed documents remain available in the appropriate document tabs and can be downloaded when needed.