Using Our Client Portal

Posted July 19, 2022

Updated January 2026

Our Client Portal is a convenient and secure 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

Our Intake Department 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 our office 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 Website Menu, Home Page, Contact Page, or by using this link: https://www.therapyportal.com/p/sharedvision/.

Viewing Appointments & Joining Telehealth Sessions

After logging in, your scheduled upcoming appointments will be displayed on your portal home screen under “Upcoming Appointments”.

If your clinician has set up Telehealth sessions for you, you can join your Telehealth session by simply clicking the “Join Session” button next to the listed appointment. For more information, including Telehealth web browser compatibility details, please visit: How to Join a Telehealth Session as a TherapyPortal User

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, simply click on the document(s) to get started. You will be prompted to either complete & submit a form, provide an e-signature, review the document and/or upload a document.

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

Updating Contact, Insurance, or Payment Information

You can update your contact, insurance, or payment information at any time using the “Always Available” forms in the “Documents” tab.

Once you submit the form(s), our office will be automatically notified to update your profile with the information provided.

Note: If you have any additional questions about updating this information, or questions related to insurance and billing, please contact our office.

Uploading Documents

If you need to share or send documents to our office, you can do so securely by uploading them through your client portal account.

To upload documents, go to the “Documents” tab and select “Upload Documents”. Simply select the document(s) you wish to upload, and click “Upload”. Our office will automatically be notified when documents are uploaded.

Note: This is more secure than emailing documents/attachments.

Making a Payment & Viewing Receipts

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

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

You can view your payment receipts in the “Receipts” tab.

Note: If you have any questions or concerns regarding your balance, please contact our office.

Account Management

To adjust your account settings, select the user icon in the upper right-hand corner and choose “Settings” from the drop-down options. From here, you can:

Change your password
Manage Notifications & 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.