Use the Patient Portal

In This Article

Make a Payment

Can't Find the Make a Payment button? This option is only available for clinics that have payment processing activated.

You can make a payment through the patient portal for any patient you are linked to.

1
Click the Make a Payment button.
2
Fill in your payment information.
Account The account you would like to apply the payment to.
Payment The amount you would like to pay.
Method Choose whether to use a new payment method or one that's been saved to Fusion. If you have a card reader, you can click the Scan Card button to scan a card's information into the fields below.
Cardholder The name on the credit or debit card.
Card The credit or debit card's number and CVV.
Expires The month and year the credit or debit card will expire.
Zip The credit or debit card's billing address zip code.
Save Card Save the credit or debit card as a payment method for future use. This card will not display for the clinic and will only be available to you to use on the portal.
Note A note for the payment.
3
Click the Save Payment button.
4
If you want to print a receipt for the payment, click the Print Receipt button. Otherwise, click the Nope button.

View Previous Payments

Missing Payments? Only payments made from your portal account are visible here. To get a receipt for payments made outside of your portal account, contact the clinic.

1
In the sidebar, click Portal Payments.
2
To print a receipt from a previous transaction, click the Print Receipt icon .
3
Click the Download for PDF button, the Print button, or close the dialog.

View Account Balance

Can't Find the Account Balance? The account balance is visible or hidden based on clinic settings.

You can view the account balance for each patient you are linked to on your dashboard.

Access Invoices

Can't Find Invoices? Invoices are visible or hidden based on clinic settings.

You can view invoices on the portal for each patient you are linked to.

1
In the sidebar, click Invoices.
2
Click the Print Invoice icon .
3
Click the Download for PDF button, the Print button, or close the dialog.

View Upcoming Appointments

Portal Users can access a list of upcoming appointments for any patients linked to their account.

1
In the sidebar, click Appointments.

Access Completed Documents

Portal Users can access a list of completed documents for any patients linked to their account.

1
In the sidebar, click Documents.
2
Click the Print Document icon .
3
Click the Download for PDF button, the Print button, or close the dialog.

Access Assigned Activities

Portal Users can access a list of assigned home education activities for any patients linked to their account.

1
In the sidebar, click Activities.
2
Click the Print Activity icon .
3
Click the Download for PDF button, the Print button, or close the dialog.

Change Your Password

You can change the password that you use to log in to the portal. 

1
In the upper right, click My Account.
2
Click Change Password.
3
Follow the instructions and click the Set Password button.

Edit Your Profile

Changing Your Email: Changing your name or email address in the portal will not change your information that is on file with the clinic. 

Editing your profile will allow you to change the following information:

  • Your name.
  • The email address you use to log in to the portal.
  • The Theme will allow you to change the color of your portal. 
  • The Scale will adjust the zoom, or how large or small the items on the screen appear. 

Join a Teletherapy Session

If a patient has been scheduled for an online teletherapy appointment, you'll be able to join the teletherapy session by clicking the notification on your dashboard. You'll be able to join the session 10 minutes before the start time of the appointment.

Troubleshoot a Teletherapy Session

If you experience any issues during your teletherapy session, always check to make sure you and the other person have the proper equipment and are using one of the supported browsers. Below are some resources to help you troubleshoot any issues you may experience during your teletherapy session. 

Complete an Intake Form

Print or Download the Form

When your provider sends you an intake form, you'll receive an email with a link to log in to the portal.

  1. Log in to the portal.
  2. Click the intake forms notification at the top of your dashboard.
  3. Click the Print / Download button next to the form.
  4. Below the preview, click the Download or Print button.

Upload the Completed Form

Once you've filled out the form, you can upload it back to the portal to send it back to your provider.

  1. Save the completed form on your device. For a printed document, you could scan the form you filled out or take a photo of it with your phone.
  2. From the Intake Forms page on the portal, click the Upload Form button.
  3. Click the Upload Form button and select the completed intake form on your device.
  4. If you need to send any additional files to your provider, such as a photo of your insurance card, click the Upload Additional Files button.
  5. When you have selected all of the files you want to upload, click the Submit Form button to send it to your provider.

The intake form you sent to your provider will be removed from the Intake Forms page.

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