Using Our Client Portal

Posted July 19, 2022

We are excited to announce the launch of our new online client portal! Our client portal is a convenient way to view your upcoming appointments, complete & review documents, make payments, and join Telehealth appointments. If you are a current client and do not have a client portal account set up, please contact your clinician.

Here are some helpful tips for navigating & managing your client portal account:

Setting Up Your Account

Your clinician will establish your portal account and send you an invitation to create a log-in. You will receive an email from TherapyPortal.com with the subject line “Shared Vision Psychological Services Client Portal Invitation”. Use the link provided in the email to create a password. The link will expire after 7 days. If your link expires, please contact your clinician to send you a new one.

Note: If you find this email in your junk/spam folder, please add noreply@therapyportal.com as a contact to ensure you receive all portal notifications.

Accessing Your Account

Once your account is set up, you can access our portal anytime using the “Client Portal” button on our Home Page or Contact Page, or by using this link: https://www.therapyportal.com/p/sharedvision/.

Viewing Appointments

After logging in, your scheduled upcoming appointments will be displayed on your portal home screen under “Upcoming Appointments”. You can also click on “Manage Appointments” to view all your scheduled appointments.

Note: If you wish to cancel or reschedule an appointment, you must contact your clinician directly.

Completing/Reviewing Documents

Our portal is an easy way to review, complete, and e-sign documents. When you have a document request to complete, you will receive an email notification from TherapyPortal.com.

After logging in to the portal, the pending document request(s) will appear on your home screen under, “Needs Your Attention”. You can also click on the “Documents” tab at the top of your screen to view all pending document requests.

To complete a document request, click on the “Review & Complete” button next to the document name. You will be prompted to either complete & submit the form online, provide an e-signature, and/or upload a document.

All completed documents & requests are stored and accessible in the “Documents” tab.

Making a Payment

To make a payment via credit or debit card to your account, click on the “Billing” tab.

If there is more than one client on the account, select the client who you would like to make a payment for. Your balance due for this client will be displayed.
Select whether you would like to “Pay Full Amount Due” or “Pay Partial Amount”. If you choose “Pay Partial Amount”, enter the amount you would like to pay.
Enter credit or debit card information & billing address
Submit payment

Note: If you have any questions or concerns regarding your balance, please contact our office. If you need to update your payment method or insurance policy on file, please review our FAQs.

Joining a Telehealth Session

If your clinician has set up your Telehealth appointment(s) using the new portal platform, you can join your session at the time of your appointment by clicking the “Join Session” button on your home screen or by clicking on the appointment details listed under “Upcoming Appointments” and clicking the “Join Session” button.

For more information, visit: How to Join a Telehealth Session as a TherapyPortal User – TherapyNotes Help Center

Note: Your clinician will notify you if your sessions will be through this platform. Please contact them directly with any questions about this.

Account Management

Using the “Settings” tab, you can do the following:

Edit the phone number associated with your portal access/login
- Note: This will NOT change it with our office. Please contact your clinician if our office needs to change the phone number we have on file for you.
Change your password
- Note: If you forget your password and are locked out of your account, please contact your clinician to reset this for you.
Manage Appointment Reminders (if your clinician has enabled these)
Close Portal Account

If you need to change the email account associated with your account, please contact your clinician directly.