The Dashboard is the first page displayed when you sign in to the Client Portal.

The Dashboard helps you stay up to date by displaying items that require your attention, such as forms to complete, documents to review, invoices, superbills, and notes shared by your practice.

After you complete all required actions, the Dashboard displays a message indicating that you are up to date and that no further action is required at that time.

Access the Dashboard

The Dashboard opens automatically when you sign in to the Client Portal.

If needed, select Dashboard from the navigation menu to return to the page.

Forms to Complete

The Forms to Complete section displays forms that have been shared by your practice and require your review or completion.

For each form, the Dashboard displays:

• Form name
• Date and time received
• Complete button

To complete a form:

1. Locate the form in the Forms to Complete section.
2. Select Complete.
3. Review and complete the form as instructed.
   

Documents to Review

The Documents to Review section displays documents that require your review.

Documents may include:

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

For each document, the Dashboard displays:

• Document name
• Date and time received
• Review button

To review a document:

1. Locate the document in the Documents to Review section.
2. Select Review.
3. Review the document and complete any required actions.
   

View All Documents

To view all available forms and documents:

1. Select Show All.
2. The portal redirects you to the My Documents page.

From the My Documents page, you can access all available forms, notes, invoices, superbills, and other shared documents.

Complete Pending Tasks

Items remain on the Dashboard until the required action has been completed.

After all pending forms and documents have been reviewed or completed, the Dashboard displays a confirmation message indicating that no further action is required.

Q: Why is a form or document showing on my Dashboard?
A: Forms and documents appear on the Dashboard when they require your review, completion, or other action.

Q: How do I complete a form from the Dashboard?
A: In the Forms to Complete section, select Complete next to the form, then review and complete it as instructed.

Q: How do I view all of my forms and documents?
A: Select Show All on the Dashboard to open the My Documents page, where you can access all available forms, notes, invoices, superbills, and other shared documents.

Q: What happens after I complete all pending tasks?
A: Once all required forms and documents have been completed or reviewed, the Dashboard displays a message indicating that you are up to date and no further action is required.

Q: Can I return to the Dashboard after navigating to another page?
A: Yes. Select Dashboard from the navigation menu at any time to return to the Dashboard page.