Your client portal, explained

To-Do tab — once an order reaches the lab, the Lab work section lists each test, any preparation instructions, and how to schedule with Quest Diagnostics online or by phone.

To-Do tab → Check-in section — share how the week went before your visit. About two days before each session (or as soon as it is booked, if that's closer) a 'Check in before your session' card leads Home and To-Do, and a one-time pop-up offers 'Check in now'. Your answers are saved as you go.

No — screenings under Assessments, the Check-in under To-Do, records-release and form requests under Documents & Forms, and worksheets under Library all save as you type; a line under the form reads 'Your answers are saved as you go.' Come back later on any device and pick up where you left off; pressing Submit sends the answers and clears the draft. A message is sent or it isn't, and a signature is always typed fresh at the moment you sign.

Anything your provider gave a due date has passed that date and is not finished yet. To-Do and the Worksheets section of Library show the same wording, so they always agree. Nothing is closed or withdrawn when it goes overdue — open it and finish it whenever you can, or send a message if the timing does not work.

Appointments tab — pick from your provider's real openings. Every request is reviewed by your care team, and you get an email and a portal notification when it is decided; if the practice confirms, moves or cancels a visit, you are told the same way. Video visits are joined from the appointment itself at visit time.

Appointments tab → Telehealth section, or 'Join video visit' on Home, from about 30 minutes before the start. On a computer or an Android phone the visit opens right there on the page. On an iPhone or iPad, and in the Northwest Psychiatry app, the same button opens the visit in your browser in its own tab, where the camera and microphone work best — keep the portal open behind it; it stays signed in for the whole visit. 'Show the visit here instead' keeps it on the page. You are only ever in the call once: if the visit is open in another window, the page steps out of the waiting room and 'Rejoin here' brings it back. Allow camera and microphone when asked, then wait until your provider admits you.

It appears on the Appointments tab, Telehealth section, while your visit is open — you do not have to click anything. If the video is on the same page, the activity sits above it on a computer and you scroll between the two; on a phone you can tap between "Game" and "Video" without dropping the call. "Open full screen" opens it in its own browser tab. A few activities cannot run inside the portal; those say so and open in their own tab — keep this browser tab open so your video visit stays connected. If your provider shares Minecraft, a card appears instead of a game — where to join and the Minecraft name to look for — because you play from your own copy; add your Minecraft name under Settings → Profile & contact so they can invite the right player.

Medications tab → find the medication → "Request refill". Status shows in the same tab. Allow 1–3 business days.

Medications tab → 'Download signed order (PDF)' on a current medication. Each press makes a fresh signed copy with its own serial number, on the practice's letterhead. For most medications it is a prescription a pharmacy can use as a backup to the electronic one; for a controlled medication it is marked as a record copy that a pharmacy cannot fill from — those prescriptions must reach the pharmacy electronically or hand-signed — so it is for your own records. Stopped medications have none.

My Record tab — pick the section at the top.

Assessments tab — anything assigned shows there with a Start button.

Assessments tab — Daily log, Cycle, or Journal at the top.

Open Progress and choose Wellness snapshot, then 'Create my snapshot'. It reads your own record and writes a plain-language summary — trends, things to talk about, an overall wellness score. Every snapshot says which kind it is: ones your care team shared with you have been reviewed by them, and ones you create yourself have not been read by anyone, though your care team can see them. There is a limit on how many you can create in a day. It is for your own understanding, not a diagnosis — bring anything that worries you to Nicholas directly.

Games & Tools tab. Everything there is the practice's own — no sign-in, no advertising, silent unless you press a game's Sound button, and a shared board is kept for a day, then gone. Open one right in the portal or full screen. Two-player games have a Play together button: it gives you a six-character code, and whoever opens the game with that code (or the copied link) shares your board; on the Games & Tools page, "Have a game code?" opens one. If your provider shares a game during a video visit, it appears on the Appointments tab's Telehealth screen on its own.

Documents & Forms tab → Consents section (medication-specific consents are in Medications).

Documents & Forms tab → Forms section — submit the request; download it there when your provider finishes it.

Documents & Forms tab → Records release section.

Messages tab — the secure, HIPAA-compliant channel. Never regular email for clinical questions.

Settings tab — pick the matching card (Profile & contact, Care & coverage, Notifications & reminders, Text messages).

Settings tab → Payment & billing card. Your card is stored with Stripe, never here — 'Add a payment method' or 'Update payment method' opens Stripe's own secure page. Past invoices and receipts from online payments are listed on the same card. To PAY an open invoice, use the Billing tab.

AI features (like the Wellness snapshot in Progress, or medication explanations) need your AI consent — you can turn it on when prompted or in Settings, and turn it off anytime.

Settings tab → Connected health data card (shown when the practice offers Apple Health linking). Turn on the categories you want to share — sleep, heart, activity, body measurements — then, in the Northwest Psychiatry iPhone app, tap 'Connect Apple Health' and allow them on Apple's screen. Only daily summaries are shared, never continuous readings or your location. Time asleep, resting heart rate, HRV and steps are charted under Progress and on your chart beside your treatment; the newer summaries (sleep stages, exercise, mindfulness and daylight minutes, body measurements) are stored but not yet charted. Turn a category off any time — sharing stops with the next sync — and 'Delete synced … data' removes what was already shared.

Settings tab → Video visits card. It is shown on computers and Android browsers while the practice leaves the choice open; pick 'Inside the portal' (the practice's default) or 'In a separate browser window' — it saves as soon as you choose, and the next time you press 'Join video visit' the visit opens that way. On iPhone, iPad and in the app the visit always opens in the browser, where Doxy works best, so the card is not shown there. Whichever you choose, you wait in the same waiting room until your provider admits you.