We've created guides about the Client Portal that you can share with clients. You can find the English and Spanish versions of the guide on How to Request Appointments below. To download PDFs of each version, click the images.
Note: See Getting started guides for your clients for other guides to the Client Portal and Telehealth that you can share with clients.
How to Request Appointments
Online appointment requests let you request, cancel, or reschedule appointments with your practitioner.
SECTIONS:
- Requesting appointments as a new client
- Requesting appointments as an existing client
- Viewing and canceling appointment requests
Requesting appointments as a new client
- Go to the practitioner’s Client Portal and click I’m a new client.
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Choose a clinician (if there are multiple).
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Select a service.
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Select an office location.
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Select the date and time for your appointment.
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Select who the appointment is for.
- Enter your contact information and the contact information for anyone else that may be part of the appointment. If the practitioner requires a credit card for appointment requests, you must enter that information as well. Then, click Request appointment.
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Your appointment request has been sent to the practitioner. They will need to accept your request to make it official. You can click to view a map of the office location, or add the appointment to your calendar.
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If your request is accepted, you’ll receive an email confirming the appointment.
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If they cannot see you at that time, you’ll receive a link to reschedule. Click this link to return to the Client Portal and request a new appointment.
Requesting appointments as an existing client
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Go to your practitioner's Client Portal and click I’m an existing client to sign in. You can enter your email address and click Send link to request a new sign-in link via email.
- After signing in, navigate to the Appointments tab. This may already be selected by default.
- Click Request now.
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Select your clinician, service, office location, and date and time.
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Your appointment request has been sent to your practitioner and you can view a map of the office location, or add the appointment to your calendar.
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If your request is accepted, you’ll receive an email confirming the appointment.
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If they cannot see you at that time, you’ll receive a link to reschedule. Click it to return to the Client Portal and request a new appointment.
Viewing and canceling appointment requests
You’ll see a list of your upcoming requests and confirmed or denied appointments on the Appointments tab of your Client Portal. Click Cancel to cancel your appointment request.
Note: You’ll only be able to cancel this way according to your practitioner's cancelation policy. If you attempt to cancel too close to a session, or if they don’t offer online cancelation, you’ll receive a message to call their office to cancel.
Once your appointment is canceled, you’ll see this reflected on your Appointments tab in the Client Portal. Use this page to check the status of your requests, cancel sessions, or schedule new ones.
Cómo Solicitar Citas
Las Reservaciones en línea le permiten solicitar, cancelar o reprogramar citas con su médico.
SECCIONES:
- Solicitar una sesión
- Cancelar una sesión
SOLICITAR UNA SESIÓN
Los siguientes pasos le mostrarán cómo solicitar citas.
- Vaya al Portal de clientes de su médico y haga clic en I'm an existing client (Cliente existente) para iniciar sesión. El botón I'm a new client (Nuevo cliente) es sólo para clientes que nunca antes han ingresado al Portal de clientes.
- Acceda a la pestaña Appointments (Citas) (puede estar ya seleccionada por defecto).
- Seleccione su médico (si hay varios).
- Seleccione su servicio. ¿Para qué tipo de citas ve a su médico?
- Elija la ubicación de su consultorio (puede que sólo haya uno a elegir, como se muestra a continuación).
- Haga clic en la fecha y hora que desee.
- Su solicitud de cita ha sido enviada a su médico (su médico necesitará aceptar su solicitud). Puede hacer clic para ver un mapa de la ubicación del consultorio, o añadir la sesión a su calendario.
- Si su solicitud es aceptada, recibirá un correo electrónico confirmando la sesión.
- Si no puede verlo en ese momento, recibirá un enlace para reprogramar. Haga clic en él para volver a su Portal de clientes y solicitar una nueva sesión.
VER Y CANCELAR SOLICITUDES
Verá una lista de sus próximas solicitudes y de las citas confirmadas o denegadas en la página de citas de su Portal de clientes. Haga clic en Cancel (Cancelar) para cancelar su solicitud de cita.
NOTA: Solo podrá cancelar de esta manera de acuerdo con la política de cancelación de su médico. Si intenta cancelar demasiado cerca de una sesión, o si su médico no ofrece la opción de cancelación en línea, recibirá un mensaje para llamar a su consultorio para cancelar.
Una vez que se cancele la sesión, lo verá reflejado en la pestaña Appointments (Citas) en el Portal de clientes. Utilice esta página para comprobar el estado de sus solicitudes, cancelar sesiones o programar sesiones nuevas.