Patient Portal Walkthrough
Patient Portal Walkthrough
Clients are able to sign up for a patient portal account directly via our website, or via a portal invite sent from a Sensible Care employee. For more information on portal invites, please review the Invites Module here.
Clients cannot be seen at Sensible Care until they have a patient portal account registered in our system. Below is an overview of the client-facing side.
How do clients join the session via Zoom? Do I need to send my client a link?
This is an image of the patient portal dashboard. The ability for the client to check in will occur 24 hours prior to session start time.
From there, the client can pay their copay (if applicable) and select "Join Zoom" to enter into the waiting room.
You will need to admit your client into the session from the waiting room.
How do clients cancel/reschedule their appointments?
Clients can click the cog wheel next to their scheduled appointment and either cancel or reschedule the session.Â
Cancel Appointment
Your client will need to check the box indicating they understand our 3 cancels in 6 months policy.
Reschedule Appointment
Any slot that you have listed as a green one-time opening on your calendar, will be available for your client to choose from when rescheduling.
How do I direct my clients to be able to send me a message?
Clients have a ticket application similar to yours in SC 2.0. They can open new tickets, select a category, and the system will match the ticket to the appropriate person/department.
My new client is saying there are forms blocking them from entering the Zoom. Which forms are they required to complete?
The final step of the patient portal set-up process is for the client to complete three required forms:
New Patient Checklist
GAD-7
PHQ-9
You will notice in the screenshot above that the Intake form is NOT required.
The screenshot above is the New Patient Checklist.
Below is a video demonstration of the patient portal signup process and troubleshooting tips: