The Client Portal is a secure space where your clients can access everything related to their care, without needing to email you or track down paperwork.

What clients can do in the portal

• Book new sessions: if you have self-scheduling enabled for a service, clients can book that session themselves at a time that works for them

• Reschedule appointments: clients can reschedule or cancel sessions (if enabled), see what’s scheduled, and join sessions directly from the Portal

• Complete forms: any forms you send are accessible directly in the portal, so clients can fill them out in one place rather than searching through their inbox

• View past sessions: clients can see a list of all their previous sessions

• Access shared session summaries: when you share a session summary, your client can view it in their portal anytime

How clients get access

Clients receive a link to their portal automatically when you send them a form, a session confirmation email, or a shared client summary. If you have an existing client who hasn't received any of these recently, you can send them a direct invite. Go to the Clients view, select a client, and select the new "Share a link to Client Portal" button.

Invite your clients to the Client Portal now →

What's coming next?

There’s a LOT more on the way! Soon, the Client Portal will make it even easier to stay connected with clients, reduce back-and-forth, and give them more visibility into their care.

• Secure messaging: communicate with clients in the portal instead of juggling emails, so quick questions, rescheduling, and follow-ups don’t turn into long threads

• Native mobile app: give clients an easy way to access their portal and join telehealth sessions directly from iOS and Android apps

• Client billing: let clients view invoices, superbills, and payment status on their own, so you spend less time chasing payments and answering questions about billing

Give your clients a better experience

Upheal keeps documentation, billing, forms, and client records in one place, with seamless client communication built in.