For Clients: Managing Multiple Profiles
Some clients see more than one profile in their portal. This is common if you receive individual services, are part of a couple or family profile, or are the parent or guardian of a minor. Each profile keeps information organized for the right person, including forms, documents, appointments, and billing. What you can view or complete in another person’s profile depends on the access the practice has given you.
💡 If this is your first time logging in, you may be asked to enter your information before reaching your dashboard.
In this article:
How to Move Between Profiles
Select a profile to open it. Use the profile selector in the top right corner of the portal to switch to another profile.
Keep in mind
- Forms and documents belong to the profile you have open
- Appointments and billing are separate for each profile
- If you see a profile you do not recognize, contact the practice
ℹ️ Each profile has its own features. You may need to switch profiles to complete forms, view documents, or manage information for the right person.
Frequently Asked Questions
Why do I have access to a minor’s profile?
You were added as their parent or guardian.
Can I remove myself from a profile?
No. Contact the practice if something needs to be updated.
Why do I see tasks for a profile that is not mine?
Tasks appear for any profile you are connected to. Switch to that profile to complete them.
Related Resources
For more help using your portal and managing connected profiles, these articles are a good next step: