Portal 2.0 video guides · 10 of 10
Privacy & account: security that works for you
Sign-in alerts, automatic time-outs, sharing controls, and the settings that keep your information yours.
Welcome
This guide covers Settings: how we reach you, how you sign in safely, and who can see what in your portal.
How we reach you
Settings is under Account in the menu. In Notifications & reminders, choose how we let you know when something needs you: by email, or portal only, with text messages once you've turned them on. Then press 'Save preferences'.
Reminders for your medications, journal, and routines come as notifications from the app or your browser, never as texts or emails, and they never say what they're about.
Signing in safely
Sign-in & security lists your recent sign-ins. If you see one you don't recognize, press the button that says it wasn't you, then 'Report and end that session'. That session ends, and the practice is told.
If you step away, the portal signs you out after a while with no activity, and warns you a few minutes before, so you can stay signed in. Your sign-in codes go to your email, so keep that account protected too.
Who sees what
AI & privacy holds your AI consents, which you can turn on or off any time, and shows who has viewed your record.
Caregiver access lets you name a caregiver, and choose what our team may share with them.
Your journal entries stay private unless you share one, and your card on file is kept by Stripe, our payment processor, never in the portal.
If something's not right
Something not working? Report an issue is in Settings too. And if you're ever in crisis, call or text 988, any time, day or night.
2 min · captions with the CC button · 5 chapters · narrated walkthrough of the portal