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How to find your way around the provider portal
Find your caseload, appointments, notes, conversations, and personal settings.
| Open | What you can do |
|---|---|
| Home | Review today's visits, pending booking requests, and notifications. |
| Schedule | Manage your appointments and join video visits. |
| Patients | Open your caseload and patient charts, including Notes and Documents when available. |
| Messages / Chat | Use Messages as a clinic clinician, or Chat as a solo provider, for your conversations. |
| Billing | Manage invoices, payments, and receipts for the patients you can access. |
| Reports | Review financial and activity reports within your provider scope. |
| Preferences / Practice settings | Clinic clinicians use Preferences. Solo providers use Practice settings, which also contains practice management tools. |
Use Cmd-K on Mac or Ctrl-K on Windows to search for pages and patients. Open the notification bell for updates. Clinical notes are inside a patient's chart, and video visits are inside Schedule.