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Portal Help & Setup Guide

Everything you need to create your account, navigate your dashboard, and get the most out of your care.

25
Portal sections
30 min
Session timeout
End-to-end
Encryption

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Quick Reference Card

A one-page summary covering setup, all portal sections, and crisis resources. Print it or email it to yourself.

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Step by step

Getting Started

Your secure, private space to connect with your care team — available 24/7 from any device, no app required.

💬

Secure Messaging

Send questions directly to your care team — no phone tag.

📋

Visit Notes & Summaries

Review progress notes and plain-language visit summaries anytime.

💊

Refill Requests

Request medication refills without calling the office.

📅

Appointments

View scheduled visits and book new ones through Headway.

📊

Wellness Tracking

Log mood, symptoms, and trends between sessions.

📁

Records & Forms

Download records, sign consent forms, complete screenings.

Step 01

Create Your Account

Sign up at northwestpsychiatry.org/portal/signup — no invite code required. Use the same email address as your Headway account (the address your appointment confirmations are sent to). Using a matching email ensures your records are linked correctly from day one.

  • Visit northwestpsychiatry.org/portal/signup
  • Enter the email address you use with Headway or gave us at intake
  • Choose a secure password — minimum 12 characters
  • Click 'Create Account' to continue
Step 02

Verify Your Email

A 6-digit verification code is sent to your email immediately after you create your account. Enter it on the screen to confirm your identity. This same step happens every time you sign in — it's part of our two-factor authentication system that keeps your health data secure.

  • Check your inbox for an email from Northwest Psychiatry
  • Check spam/junk folder if you don't see it within a minute
  • Enter the 6-digit code on the verification screen
  • Codes expire after 15 minutes — use 'Resend code' if needed
Step 03

Access Your Dashboard

Once signed in, you'll see your personal dashboard with 25 sections — each giving you a different way to manage your care. The portal signs out automatically after 30 minutes of inactivity to protect your privacy.

Ready to sign in?

Access your records, medications, screenings, mood tracker, symptoms log, messages, telehealth, and more — all in one secure place.

Go to Client Portal

Step-by-step guides

Guides for Every Section

Each guide covers a portal section group in depth — with a visual mockup of the screen, step-by-step instructions, and pro tips.

All 25 sections

What You Can Do in the Portal

My Health

Appointments

View your upcoming and past sessions with your provider — and book new appointments through Headway.

The Appointments tab shows all scheduled and completed sessions with Nicholas Eddy, PMHNP. Upcoming appointments display the date, time, and visit type (Initial Evaluation, Follow-Up, Medication Management, etc.). Use the 'Book New Appointment' button to schedule through Headway directly from the portal.

Treatment & Evals

Consent agreements, intake forms, and clinical documents to review and sign.

When a new document is ready, it appears here. Open it, read carefully, add your electronic signature at the bottom, and submit. Signed documents are saved automatically and visible to your provider.

My Records

Progress notes, treatment plans, and psychiatric evaluations — all downloadable.

Filter by document type (Progress Notes, Treatment Plan, Psychiatric Evaluation, Other). Click 'View / Download' to open a document in your browser, save it to your device, or print it.

Medications

Your medication list, allergy profile, pharmacy on file, and a built-in side effect tracking tool — all in one place.

Each medication shows its name, dose, and instructions. Use the Medication Tracking Tool to log side effects with severity ratings and daily notes. The Medications tab also displays your Allergy Profile — you can record specific drug or environmental allergies with severity ratings, or confirm No Known Drug Allergies (NKDA) / No Known Allergies (NKA) using the checkbox cards. Your Pharmacy on File is stored here too — search by name or zip code using the NPI Registry to find a verified pharmacy, or enter details manually. Keeping your allergy and pharmacy information up to date helps your provider prescribe safely and send prescriptions to the right location.

Diagnoses

Your current psychiatric diagnoses with clinical names and ICD-10 codes.

This tab shows your active diagnoses as documented by your provider, including the formal diagnosis name and its billing code. Useful when coordinating with other providers or completing insurance forms. Reach out if you have questions about anything listed.

Requests

Refill Requests

Submit medication refill requests and track all pending, approved, and declined requests.

Go to the Medications tab, find the medication, and click 'Request Refill'. Add an optional note and submit. Your provider reviews the request and you'll receive a portal message when it's been decided. Track all past requests in the Refill Requests tab.

Release of Info

Authorize sharing your records with another provider, insurer, or designated person.

Fill in the recipient name, their relationship to your care, and which records to share. Submit the request and your provider will review it — you can track its status (pending, approved, or declined) in this tab.

Wellness

Screenings

Standardized mental health screenings assigned by your provider — completed right here in the portal.

Available screenings include PHQ-9 (depression), GAD-7 (anxiety), MDQ (bipolar disorder), ASRS (ADHD), PCL-5 (PTSD), ISI (insomnia), AUDIT (alcohol use), YMRS (mania), and others. Answer each question and submit — your score is calculated automatically and shared with your provider.

Mood Tracker

Log your daily mood on a 1–10 scale, add notes, and view trends over time.

One entry per day. Rate your mood from 1 (very low) to 10 (excellent), and optionally write a short note. Entries appear as a chart showing your emotional trends — a useful reference for both you and your provider at appointments.

Symptoms

Log daily symptom levels across multiple categories and track how they change over time.

Regular logging provides trend data that is more useful to discuss at appointments than trying to remember how you felt over the past weeks. The charts give you and your provider a clear, objective picture of your progress.

Safety Plan

Your personal crisis safety plan — warning signs, coping strategies, and emergency contacts.

This plan is developed with your provider and is meant to be a resource during difficult moments. It lists your personal warning signs, healthy coping strategies, trusted people to contact, and crisis resources. Your provider may update this plan over time as your care progresses.

Neurofeedback

Myndlift remote neurofeedback — view your enrolled protocol, session targets, and access your Myndlift profile.

This tab is only visible if your provider has enrolled you in the Myndlift neurofeedback program. It shows your neurofeedback protocol (e.g., for PTSD or depression), your target number of sessions, your current enrollment status, and a direct link to your Myndlift profile where you can access your headset and session data. If you do not see this tab, you have not been enrolled — ask your provider if neurofeedback may be right for you.

Connect

Messaging

Encrypted, private messaging directly with your provider — for non-urgent questions only.

Type your message and click Send. Your provider will receive it and respond through the portal. All messages are end-to-end encrypted. For urgent concerns, call (360) 342-6445. For emergencies, call 911 or 988.

Telehealth

Join your telehealth appointment via Doxy.me directly from the portal — no downloads required.

Click 'Join Appointment' to open your provider's Doxy.me virtual waiting room in your browser. Make sure your camera and microphone are enabled. Your provider will admit you at your scheduled appointment time. If the video doesn't load, try Chrome or click 'Open in new tab'.

Clinical

Pre-Session Check-In

Complete a brief check-in before each appointment to help your provider prepare.

The Pre-Session Check-In tab lets you answer a few short questions about your current mood, sleep, and concerns before each visit. Your responses are shared with your provider so they can tailor the session to what matters most right now.

Visit Summaries

Review written summaries and key takeaways from past appointments.

Visit Summaries are brief, structured notes added by your provider after each session. They highlight the topics discussed, any medication changes, and next steps. They're a useful reference between appointments.

Progress Notes

Access your provider's clinical progress notes — the detailed record of each visit.

Progress Notes are the formal clinical documentation written by your provider after each appointment. They are more detailed than Visit Summaries and include the clinical reasoning behind any medication decisions, diagnoses, and treatment adjustments. You have the right to access these notes under the 21st Century Cures Act. Use the filter by date or document type to find a specific note, and click 'View / Download' to open or save it.

Growth

Wellness Journal

Write private journal entries to reflect on your mental health journey.

The Wellness Journal is a private space to write freely — only you can see your entries. Use it to process thoughts between appointments, track patterns you notice, or simply reflect. You can choose to share specific entries with your provider if you'd like to discuss them.

Treatment Goals

View and track the personalized goals set collaboratively with your provider.

Treatment Goals are objectives you and your provider have agreed to work toward — things like improving sleep, managing anxiety in social situations, or building a daily routine. You can mark progress and add notes as you work toward each goal.

Assigned Resources

Worksheets, handouts, and readings selected by your provider just for you.

Your provider can assign specific resources to your portal — these may include psychoeducation handouts, CBT worksheets, relaxation guides, or reading recommendations. Reviewing them between sessions helps reinforce what you discuss during appointments.

Video Library

Educational videos on mental health topics, selected by your provider.

The Video Library contains short-form educational content on mental health topics — covering conditions, treatment approaches, mindfulness techniques, and more. Your provider may assign specific videos as part of your care plan.

Practice

Practice Policies

Review the full practice policies document — appointments, billing, confidentiality, and more.

This tab gives you direct access to Northwest Psychiatry's practice policies, including appointment and cancellation policies, confidentiality rules, your client rights, controlled substance policies, and telehealth consent. The same document is publicly available at northwestpsychiatry.org/practice-policies.

Crisis Support

Quick access to crisis resources and emergency contacts — available 24/7.

If you're struggling between appointments, the Crisis Support tab gives you immediate access to 988 (Suicide & Crisis Lifeline), the Crisis Text Line (text HOME to 741741), Maine-specific crisis numbers, and emergency contacts. Your personalized safety plan is also linked from this tab.

Account

My Profile

View your demographic information and contact details on file.

The My Profile tab shows the personal information your provider has on file for you — name, date of birth, contact details, and emergency contact. If anything is outdated or incorrect, send a message through the portal or call (360) 342-6445 to request an update.

Settings

Update your contact info, change your password, manage two-factor authentication, and view login history.

The Settings tab has three sub-sections. Contact: update your phone number, mailing address, and emergency contact information. Security: enable or disable Authenticator App (TOTP) two-factor authentication, view your recent login history (date, time, and device for each sign-in), and use 'Sign out from all devices' to immediately end all active sessions on every device — useful if you've lost a device or suspect unauthorized access. Notifications: control whether you receive email alerts when your provider sends a portal message or updates your refill request status.

Step-by-step

Common Tasks

Click any task to expand the step-by-step guide.

Quick answers

Frequently Asked Questions

Still need help?

We're happy to walk you through the portal over the phone or by email — no question is too small.

Or visit our main FAQ for general questions about care, insurance, and telehealth.

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Currently serving Maine · Washington State services expanding 2027