Your client portal is a centralized location where you can view and edit upcoming appointments, update billing methods and insurance, securely message your provider, and use the Help widget to reach the support team.
🌟TIP: You can activate your client portal after booking your first appointment. If you haven't already activated your account, check out this guide.
Log in to your client portal
The client portal login is available here. Bookmark this page so you can access your client portal quickly whenever you need to!
Dashboard
The Dashboard is the home screen within your portal. It provides an overview of your upcoming appointments and unfinished tasks while allowing you to access essential tools and information, like your mental health check-in results and provider details.
1) Next appointment
1) Next appointment
This section lets you review your next appointment details and access a shortcut to your virtual sessions. If you see your provider via telehealth, select the Join Session button when you are ready to enter your provider's virtual waiting room.
If your next appointment is 24 hours or more from the start, the Edit button here will be accessible. Using this button's shortcut, you can cancel or reschedule your appointment.
2) My tasks
2) My tasks
Here, you can view and access any unfinished tasks. These may include links to complete paperwork, feedback surveys, between-session reflections, or schedule a follow-up appointment. This section provides direct links to each task so you don't have to search through your email to find them.
3) My progress
3) My progress
This section allows you to celebrate your achievements! It captures your total completed appointments, treatment goals, and check-in results. For more details on tracking your progress using the tools in your client portal, refer to this guide.
4) Therapy toolkit
4) Therapy toolkit
The therapy toolkit is a curated library of personalized resources designed to support your therapy journey. It includes worksheets, handouts, videos, podcasts, and other interactive tools shared by your provider to use between sessions.
5) My library
5) My library
This section offers various resources to support your onboarding process and enhance your engagement in your mental health journey. These include blog posts, mindfulness exercises, and brief onboarding videos.
6) My providers
6) My providers
This section includes a snapshot of your current and past providers. Selecting Find a new provider will lead you to our provider directory, where you can utilize filters to browse our list of providers.
7) Chat widget
7) Chat widget
The chat widget is always available in the bottom right corner of your client portal. If you need help with your account, click the widget icon to contact the support team.
Appointments
The appointments dashboard lets you view upcoming sessions and your appointment history. From here, you can easily schedule new appointments with your current provider(s) or reschedule and cancel existing ones.
Therapy toolkit
You can quickly browse the Therapy toolkit from your main dashboard, or open the full view by selecting Therapy toolkit from the left-hand navigation menu. Click here to learn more about the feature, including how to search and filter for specific resources.
Messages
Your client portal's messaging feature enables convenient, secure, non-emergency communication and file sharing between you and your provider(s). Refer to this guide for more details.
Account
Use the left-side navigation menu to access your account dashboard, where you can update your insurance, billing details, patient information, and care preferences, as well as view your mental health check-in results.
Click the Account tab to get started.
Next, use the tabs at the top of the page to view and manage your account details.
My coverage
My coverage
Each provider who accepts insurance will have an insurance eligibility checker built into the booking process. However, you can use the My Coverage tab in your Account dashboard whenever needed to make changes or update your insurance information.
Billing information
Billing information
This tab allows you to update your payment information securely. Depending on the type of change needed, our Client Billing Team may need to change your account's billing information. You can reach them by sending a message via the chat widget in the bottom right corner of your dashboard. For more details about updating your billing information, refer to this guide.
Forms
Forms
On the Forms tab, you can complete any outstanding forms and review your past mental health check-in results. Click here to learn more about measurement-informed care (MIC) in therapy, a data-driven approach for tracking and improving mental health treatment outcomes through regular symptom assessments.
Under the "Getting started" section, you can update transcription consent.
If you have not consented, click Complete to do so.
If you have already consented, you'll see options to View or Edit your consent.
Click here for answers to common questions about AI summarization.
About me
About me
This tab contains your personal information relevant to insurance coverage, location eligibility, and the contact details used by Grow and your provider to communicate with you. For step-by-step instructions on updating your personal information, click here. Please note that certain changes, such as updating your legal first and last name or date of birth, must be handled by our Billing Support Team. You can contact them through the chat widget in your portal.
Settings
Settings
This section allows you to adjust your mental health check-in preferences and enroll in two-step verification. Turning off mental health check-ins means you will no longer receive recurring questionnaires about your mental health. Requests to turn off mental health check-ins must be reviewed and approved by your provider to ensure it's the best decision for your care.
Log out
To log out of your client portal, select the Logout option at the bottom left corner.
