Finding your way around: Home & your To-Do list

0:03Welcome

This guide shows how the client portal is laid out, so you can always find your way, and the one list that holds everything waiting on you.

0:14Home

Home is where you land. At the top is your next appointment, and under it, anything that needs your attention today. Each row says where it goes, and opens right there.

Below that, 'Log mood' takes you straight to your Daily log, and a few shortcuts jump to the places you'll use most.

0:36The menu

Everything else is in the menu on the left, in five groups: Home, My care, How I'm doing, Paperwork, and Account.

My care holds Appointments, My treatment, Medications, My record, and your Safety plan. How I'm doing holds Assessments, Journal, Routines, Progress, the Library, and Games & tools.

Paperwork holds Documents & forms, and Billing. Account holds Settings, and Help.

On a phone, the main sections sit along the bottom of the screen, and everything else is under More.

1:13Your To-Do list

To-Do is the one list of everything waiting on you, like a check-in before your visit, something to sign, or a questionnaire to complete. Each item opens exactly where you finish it.

About two days before each session, a pre-session check-in appears. Share how your week went, and press 'Submit check-in'. Your answers are saved as you go, and once it's sent, it leaves the list.

If something has a due date that passes, it says Overdue. Nothing is closed or taken away. Open it and finish it whenever you can, or send a message if the timing doesn't work.

1:54Help is close

Help, under Account, answers common questions, and your care team is a message away. If you're ever in crisis, help stays in reach on every screen. Call or text 988, any time, day or night.