The Client Portal allows you to request appointments, view upcoming appointments, accept appointment invitations, and cancel appointments when needed.

Appointment requests submitted through the portal must be reviewed by your practice before they are confirmed.

Request an Appointment

1. Sign in to the Client Portal.
2. Select the Appointments tab.
3. Select the Book Appointment sub-tab.
   

Step 1: Select Appointment Details

1. Choose an Appointment Type.
2. Select a Contact Type.
3. Click Confirm Type.
   

Step 2: Select a Date and Time

1. Choose your preferred appointment date and time.
2. (Optional) Enable text message reminders by selecting Yes, send me text reminders.

When enabled, you may see the following message:

Get appointment reminders by text
We'll send up to 2 SMS reminders per appointment. Standard message and data rates may apply.

You can opt out of text reminders at any time by replying STOP to a reminder message.

3. Click Request Appointment.
   

Step 3: Review Request Confirmation

After submitting your request, a confirmation message appears indicating that your request has been sent to the practice for review.

You will see details such as:

• Appointment type
• Appointment date
• Appointment time
• Appointment location

What Happens After You Submit a Request?

After your appointment request is submitted, the practice reviews the requested date and time.

If Your Appointment Is Confirmed

You will receive an email confirming your appointment.

The email includes:

• Provider name
• Appointment date and time
• Appointment location
• Calendar links for iCal, Google Calendar, and Outlook
• A link to access the Client Portal

Once confirmed, the appointment will appear in your Upcoming Appointments list within the Client Portal.

If Your Appointment Is Canceled

If the practice is unable to accommodate the requested appointment, you will receive a cancellation email.

The email includes a Reschedule option that allows you to submit a new appointment request.

View Upcoming Appointments

Select the Appointments tab and then Upcoming Appointments to view your scheduled and requested appointments.

From this page, you can review appointment details, including:

• Provider
• Date and time
• Location
• Appointment status
  

Accept an Appointment

If your practice sends you an appointment invitation, the Accept button is available in the Upcoming Appointments tab.

Select Accept to confirm the appointment.

Cancel an Appointment

If you are unable to attend a scheduled appointment, you can cancel it from the Upcoming Appointments tab.

1. Open the Upcoming Appointments tab.
2. Locate the appointment you want to cancel.
3. Select Cancel.
4. Confirm the cancellation when prompted.

The appointment status will be updated accordingly.

How do I request an appointment through the Client Portal?
Navigate to Appointments > Book Appointment, select an appointment type and contact type, choose an available date and time, and then click Request Appointment.

Is my appointment scheduled immediately after I submit a request?
No. Appointment requests must be reviewed by your practice. Your appointment is not confirmed until the practice approves the request and you receive a confirmation email.

How will I know if my appointment request has been approved?
You will receive a confirmation email containing your appointment details. The appointment will also appear in the Upcoming Appointments section of the Client Portal.

What happens if my appointment request is declined?
If your practice is unable to accommodate the requested appointment, you will receive a cancellation email with an option to reschedule.

Can I receive appointment reminders by text message?
Yes. When requesting an appointment, you can select Yes, send me text reminders to receive SMS appointment reminders.

How do I stop receiving text message reminders?
You can opt out of text message reminders at any time by replying STOP to a reminder message.

Where can I view my upcoming appointments?
Select Appointments > Upcoming Appointments to view your scheduled appointments and appointment requests.

Can I cancel an appointment from the Client Portal?
Yes. Open the Upcoming Appointments tab, locate the appointment you want to cancel, and select Cancel.

Can I accept an appointment offered by my practice?
Yes. If your practice sends you an appointment invitation, you can accept it by selecting Accept from the Upcoming Appointments tab.

Why don't I see the date or time I want?
Available appointment times are based on your practice's scheduling availability. If you do not see your preferred time, try another available slot or contact your practice directly.

Will I receive a calendar invitation for a confirmed appointment?
Your confirmation email may include options to add the appointment to supported calendar applications such as Google Calendar, Outlook, or iCal.