Portal & telehealth tutorials

Welcome to Portal 2.0: creating your account

Password-free sign-in with email codes, and the guided setup that gets your chart ready before your first visit.

2 min

Finding your way around: Home & your To-Do list

The six portal sections, and the one list that holds everything waiting on you — each item opens exactly where you finish it.

2 min

Appointments: booking, rescheduling & requests

Request visits from real open times, change them without phone tag, and see your full visit history.

2 min

Joining a video visit

One-tap telehealth inside the portal, the 30-second camera test, and the iPhone tip worth knowing.

2 min

Worksheets part 1: completing what your provider sent

Interactive exercises that save as you type — progress, completion, repeats, and the sharing control that's yours.

2 min

Worksheets part 2: build your own worksheets & plans

Build a custom worksheet around what's on your mind, a Food-for-Mood week, or an action plan matched to your energy.

3 min

Medications: refills, side effects & consents

Track prescriptions, request refills and watch their status, report side effects, and sign medication consents.

2 min

Tracking: mood, symptoms & your wellness snapshot

A minute a day of mood and symptom tracking, assessments, trend charts — and the plain-language snapshot that preps your visits.

2 min

Messages, documents & your records

Secure messaging that beats phone tag, your document locker, lab results, visit summaries, and records release.

2 min

Privacy & account: security that works for you

Sign-in alerts, automatic time-outs, sharing controls, and the settings that keep your information yours.

2 min