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.
Key Points
Access your appointment history from the Appointments section of your client portal.
Use the Upcoming tab to view session details and edit appointments more than 24 hours in advance.
Use the Past tab to review claim statuses and session insights for completed appointments.
Claim statuses update as your provider submits invoices and your insurance processes them.
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.
đ 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. Claim statuses reflect where things stand between your provider, your insurance, and any outstanding balance on your end.
đ Note: 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 weâre 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.
Youâve opted to self-pay and owe a cash amount.
A no-show fee is due but hasnât been processed yet.
"Paid" means no payment is due. If the claim was processed by insurance, a claim number will be included.
Frequently asked questions
What if I need to reschedule an appointment? You can reschedule appointments through your client portal as long as they're more than 24 hours away. Follow our guide to rescheduling an appointment for step-by-step instructions.
Can I cancel an upcoming appointment? Yes, appointments can be canceled if they're more than 24 hours in the future. Our guide to canceling an appointment covers the cancellation process and any 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.