Client Portal Patient Experience

Client Portal Patient Experience

As a client, you have access to the Client Portal at https://mentalhealthchart.com/login.
 
This guide will walk you through the registration process, as well as assist you through the portal and the options available to you.
 

Registering for your Client Portal

Your provider will initiate a registration link on your behalf, which will send you an email address similar to this:
 

 

Click Register to complete setup. Next, you'll confirm your Last Name, Date of Birth, and set a Password.

 

 

Once registered, your email address and password will grant you access into your account.

 

 

Touring the Client Portal

 Your Client Portal comes with many features: My Information, Appointments, Activities, Messages, My Account, and My Documents. Click the Dashboard icon to return to the dashboard at any time. When finished, click Logout located at the top right of the Portal.

 

 

The Dashboard is the central location of the Client Portal. From here, you can access the different parts of the portal that will allow you to update your personal information, confirm/cancel appointments, request an appointment (subject to your providers availability), contact your provider, request medical records, view provided medical records, check your balance, make payments with credit cards or debit cards (if enabled by your provider), and much more!
 

My Information

In this section, you have access to view and update your basic account and demographic information, as well as manage contacts related to you, such as a family member, spouse, or primary care provider. You will also be able to see the insurance on file for you.
 

 
Each section is expandable. Click the right-facing arrow to expand a section (such as Demographics), and the downward-facing arrow to collapse the section.  To the right of each section you'll see an Edit button. Your provider will receive a notification when you update information from your portal account.
 

Appointments

Details related to appointments such as booking an appointment, upcoming appointments and past appointment history can be viewed in the Client Portal under the Appointments section.
 

Book an Appointment


If enabled by your provider, this feature allows you to browse your providers availability so you can request an appointment at your convenience.

 

Under Book an Appointment you will see appointment types to choose from as well as options to meet via phone call, in person and/or video call (if your provider has telehealth enabled).

 

 

After confirming the appointment type, select an open date/time based on your provider's availability.

 

 

After confirming the date and time, you will be presented with a confirmation page showing the appointment has been requested.

 

 

You will receive an email as soon as your provider approves your request. If your provider denies the request, you will be presented with an option to request a different appointment date/time.

 
Upcoming Appointments
 
View upcoming appointments scheduled with your provider.
 
 
Appointment History
 
Using the filters on the left-hand side, you can view a report containing details of your previous appointments. You can filter by Date (start and end), Site (location), Clinician, and Type.
 

 

 
Relevant results will show on the right, and can be exported as a CSV or Excel file.
 

 

Messages

The Messages section is where you can communicate with your provider's office, and vice versa. When you have an unread message, a red indicator with a message count will be seen on the dashboard. You will also receive an email notification that "you have a message in your portal inbox" with a link to log in and view the message.
 

  

 
All messages send to/from your provider's office will display in your inbox, as seen below:
 

 
Click any message in your inbox to view its full contents, or to print/reply/close.
 

 

 
Clicking Compose will open a window where you can send a secure message to your provider. You can attach pictures, documents and files too! Use that attachment button located at the bottom of your message to include an attachment. Your provider will receive a notification that you have submitted a message to them.
 

 

My Account

In this section, you have access to see your account balance and details, which are compiled from invoices generated by your provider. You may receive email notifications from your provider requesting payment for service.
 

 
In this itemized snapshot of recent encounters with your provider, you can sort and filter specific details, as well as download copies of invoices and/or superbills generated by your provider. Clicking either the Invoice or Superbill for each itemized encounter will download a .PDF copy of the requested document to your computer. If not automatically prompted to select a destination folder, you should check your browser's default Downloads location.
 
If you are using Chrome, your downloads will display in the bottom left corner of the browser window.
 

 

 
Here is an example of what a downloaded Superbill looks like:
 

 

If enabled by your provider, you may see additional buttons to Pay Now and Credit/Debit Cards on File.
 

 

Pay Now

 

If enabled by your provider, a Pay Now button will be visible next to your client balance at the top. You can expand Account Details to view more information.

 

 

Selecting Pay Now will prompt you to enter the amount you wish to pay. The total balance is checked by default but you may enter an other amount, if needed.

 

 

Click Continue when ready. You will be prompted to input your payment information next.

 

 

You will have the option to allow the practice to save the card on file and to set this card as your default card on file. After clicking Review Payment, you will be given an opportunity to review the payment details before submitting.

 

 

Once submitted you'll see a confirmation page and an option to print a receipt. 

Note: Cancel will bring you back to the My Account page in your portal.

 

 

Credit/Debit Cards on File

 

You can review, add, remove and edit your cards on file from the My Account section of the portal. To do so, expand the Credit/Debit Cards on File section.

 

 

The first payment method added will be set as your default payment method.

 

You may use the Delete option to remove a card on file. To add a new card, will use the + Add Credit/Debit Card option.

 

My Documents

Your provider's office may wish to share documentation with you, such as intake paperwork, authorization forms, and more.
 

 
You will receive an email notification any time your provider sends you documents to complete via the portal, with a link to sign in and view the documents directly.
 

 
Click Pending Review on any form/document to view it.
 

 
Depending on the type of form or document, you may be required by your provider to read through and complete information, such as a digital signature. An option to digitally sign is available:
 

 
Once signed/completed, you will see a notification, Form completed and returned successfully and you will have the opportunity to view and download the signed document.
 

 
Your provider will receive a notification that the form/document has been submitted.
 
Click the Client Portal home icon to return to the dashboard at any time. When finished, click Logout located at the top right of the Portal.
 

 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

 

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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