Your client portal is a central location where you can view and edit upcoming appointments, update billing methods and insurance, securely message your provider, or use the Help widget to access support resources and contact the client support team. Once you book your first appointment on Grow, your client portal is ready for activation with the email address you used to book your appointment.
Activate your client portal
Once you've booked your first intake appointment with a provider on Grow, activating your client portal takes just a few minutes. A complete guide to activating your client portal for the first time can be found here: Client portal activation guide. It's also highly suggested that you bookmark the login page to access your client portal quickly and easily whenever needed.
Dashboard overview
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 account information, like your insurance coverage and payment methods.
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
Here, you'll be able to access shortcuts to any unfinished tasks. These tasks may include incomplete assessment forms shared with your provider or a task to schedule a follow-up appointment. This list includes direct links to complete these tasks, so you don't have to dig through your email to find them.
3) Upcoming appointments
Upcoming appointments with your provider(s) will be listed here. Select Edit to make any necessary changes to your appointment, such as canceling or rescheduling.
4) My journey
This section allows you to celebrate the work you've done! It will list your total completed appointments with Grow.
5) My coverage
This section includes a snapshot of your current insurance coverage and billing method. Selecting Edit to the right of each detail will lead you to your Account settings.
6) Help widget
The chat widget is always available in the bottom right-hand corner of your client portal. If you need help, click the widget icon to contact the support team.
Appointments dashboard
The "Appointments" dashboard lets you view your appointment history, reschedule existing appointments, and schedule new appointments with your current provider(s).
View your upcoming appointments
You can access your appointment list(s) in one of two ways:
Select Appointments from the sidebar navigation or select Schedule & Manage Appointments in the "Upcoming Appointments" section of your Dashboard.
View your Upcoming and Past appointments by selecting the subsequent tabs.
Select Edit next to your appointment details to cancel or reschedule.
Select + Schedule an appointment to schedule additional appointments with your provider(s).
Reschedule an upcoming appointment
Navigate to your Appointments dashboard.
Locate the appointment you'd like to reschedule under the Upcoming tab.
On the far right, under "Actions," select Edit.
Select the + Reschedule button.
A separate tab will open with your provider's calendar availability.
Select an available time and select Reschedule.
A confirmation of the changes will populate on your screen.
You and your provider will receive an email confirmation with the rescheduled time.
Cancel an upcoming appointment
Navigate to your Appointments dashboard.
Make sure you have the Upcoming tab selected and locate the appointment you wish to reschedule.
On the far right, under "Actions," select Edit.
Select Cancel, and a new tab will open to select your reason for canceling.
Select Cancel appointment, and a confirmation screen will appear. It will offer you a direct link to find another time to schedule another appointment with your provider if needed.
You and your provider will receive an email confirming the changes.
Messages
Your client portal's Messaging feature enables convenient, non-emergency communication and file sharing between you and your provider(s). HIPAA and BAA-compliant security protect this messaging so you can confidently send messages and attachments regarding your care.
To send a message to your provider:
Navigate to Messages in the left sidebar menu.
If your provider has sent you a welcome message, you will see it here. Otherwise, you can initiate messaging by selecting Compose Message.
Your provider will send an email instructing them to check their unread messages.
Providers typically take 1-2 days to respond. If you have an emergency and require immediate help, call or text 988 for the Suicide and Crisis Lifeline National Helpline or dial 911.
Account dashboard
The Account dashboard allows you to adjust your insurance, billing, and patient information. Additionally, your assessment-based mental health check-ins are available in the Forms tab.
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-hand corner of your dashboard.
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
This section allows you to update your payment information securely. For a more detailed breakdown, please take a look at this resource.
Forms
Reflecting on how far you've come is essential as you continue your journey. Tracking your progress allows you to discuss your successes and challenges with your provider. Grow has integrated mental health check-in results within the Account section of your client portal.
Learn more about Measurement-Based Care (MBC) in therapy, a data-driven approach for tracking and improving mental health treatment outcomes through regular symptom assessments.
To access your mental health check-ins and review your progress over time:
Navigate to Account from the left sidebar menu.
Select the Forms tab > select View.
A separate tab will open with your results.
About me
This section houses the personal information relevant to your insurance coverage, location eligibility, and the contact information Grow and your provider use to communicate with you.
Personal information
Personal information
Your personal information listed in this section is directly tied to your insurance information so you can continue to utilize your coverage. If you need to update your personal information, such as your legal first and last name, date of birth, and sex listed on insurance, you must contact our client billing team using the chat widget in your portal.
This information must be accurate and up-to-date to prevent potential mistakes in insurance claim submissions that could cause unnecessary out-of-pocket expenses. However, you can change your chosen name and pronouns anytime without the support team's help.
Contact information
Contact information
This section allows you to change your phone number and email via self-service. You can change your phone number as needed and select Save to save the changes.
To change your email, select the Change Email link via the "Contact Information" section.
Enter your new email in both email fields.
Make sure to select Save and send verification.
NOTE: Changing your email is irreversible, and the client support team must initiate any additional change requests to your email on file.
Residential information
Residential information
Your residential information should be in the state from which you'll receive care. You can update your residential information in this section. If you are moving out of state, permanently or temporarily, it's essential to notify your provider of these changes due to telehealth regulations.
🚚 Telehealth and location-dependent restrictions
Moved to a different state? Switched jobs? A life change could mean a change in coverage. Learn more about receiving telehealth across state lines
Log out
To log out of your client portal:
Select your name in the portal's bottom left-hand corner
Select Logout