Client Intake Overview

This article walks through the client experience after a provider has invited you to the client portal. As a client, you may also view our Orientation to the client portal for clients video.

Once invited to the portal, you will receive an invitation email.

Invitation email to the client portal

After clicking on Accept Invitation, you will arrive on the account creation screen.

Create a client portal account

Email - this is filled in with the registered email on your client record.

Password - Enter a password based upon the requirements.

Password confirmation - Confirm the password.


After creating an account, you will be presented with any Consent Forms assigned. At the bottom of the first Consent form, enter your electronic signature and agree by checking a box. Once entered, you will not need to enter the electronic signature on further forms, only check the box.

Signing a Consent form

After signing all the Consent forms, you will see a Let's get started message. Clicking the button will advance the intake process.

Get started

Name

You will then be presented with a wizard that will collect any demographic information selected at the time of the invite. The first section collects name information.

Demographic information

First Name - Client first name

MI - Client middle initial

Last Name - Client last name

Pronouns - Desired pronouns to be used

Add Legal Name - If the you have a different legal name, you may enter it after clicking the Add Legal Name button.


Additional Demographics

In the Demographics section, fill out additional demographic information.

Additional demographics

Birthday - Client's birthday

Sex - Client's sex

Gender Identity - Client's gender identity


Contact Information

The next step will ask you to fill out your contact information. The Time Zone selection will determine what time zone to use for appointment reminders.

Contact information

Contact Preferences

The final demographics step will ask you to fill out communication preferences.

Contact preferences

Intake Forms

After entering demographic information, you will be presented with any Intake forms selected. At the bottom of each form, you may click the Skip link if you do not want to fill out a particular form at that time. When the final Intake form has been filled and signed, the Intake is complete.


Skip link on an Intake form

Note: Answers are autosaved and if a client returns to a form, previous responses will have been filled in.


Incomplete Intake Forms

When required questions are incomplete, they will be highlighted in red. For those who have difficulty seeing the color red, the Save button tooltip will contain a summary of incomplete questions.

Save button will summarize the incomplete questions.

Please Note: The Client Portal contains important health care records and documentation that are maintained by your therapist as part of your clinical care. Because these records are the responsibility of your therapist, Sessions Health is not authorized to delete or modify them on your behalf.

If you would like to remove your access to the Client Portal, please contact your therapist directly. Additionally, any questions or requests regarding your medical records or personal health data — including corrections, deletions, or transfers — should be discussed and handled through your therapist, as they are the custodian of your clinical information.

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