Referencing your appointment history can be helpful, whether you're tracking progress, managing billing, or keeping a personal record. This guide explains how to access your appointment history directly from the client portal dashboard.
View your appointment dashboard
You can access your appointment dashboard in one of two ways:
By clicking Appointments from the sidebar navigation.
By clicking Appointments in the "My progress" section of your dashboard.
Both options will open the appointment dashboard. From here, use the tabs to view your Upcoming and Past appointments.
Review upcoming appointment details
The Upcoming tab displays key appointment details, including your session cost responsibility, insurance or cash pay information, and an option to edit the upcoming appointment.
📌 Note: Appointments can only be edited more than 24 hours in advance. If your appointment is less than 24 hours away, the edit option will be disabled. If this is the case, please contact your provider directly.
Review past appointment details
On the Past tab, you can review session insights and check the claim status for each appointment. To receive session insights, you must first consent to AI-enabled summaries.
📚 What each claim status means:
"Waiting for provider to submit invoice" means the appointment is complete, but the provider has not yet submitted their invoice.
"Waiting for insurance to process" means the claim has been submitted, but we’re still waiting for a response from the insurance company.
"Payment due" means one of the following:
Insurance has responded, and you have an outstanding patient responsibility.
You’ve opted to self-pay and owe a cash amount.
A no-show fee is due but hasn’t been processed yet.
Appointment history | FAQs
What if I need to reschedule an appointment? You can easily reschedule appointments through your client portal as long as they are more than 24 hours away. Follow this step-by-step guide to update your appointment time.
Can I cancel an upcoming appointment? Yes, appointments can be canceled if they are more than 24 hours in the future. This guide explains the cancellation process and includes details about potential provider fees.
What if something looks incorrect in my appointment history? If you notice inaccurate information, please contact your provider directly using the secure messaging feature in your client portal.