We want to make sure that you find what you're looking for as easily as possible, so here are 2 Quick Tips to help you get started:

Tip 1: Use the menu option to skip to focus areas that are most relevent to your search. (Read the brief description of each meun item below)

1. Patient Portal Basics

This section includes everything you need to know about how to find and complete onboarding documents, as well as how to navigate and utilize other Patient Portal features.

2. Onboarding FAQ (frequently asked questions)

This section contains answers to our most commonly asked questions about the general patient onboarding process.

3. Troubleshooting

Here you will find answers to help you resolve problems or glitches that may come up for you while trying to complete onboarding tasks.

Tip 2: If you are only looking for specific information, use the search feature and bypass reading through each section's menu items.

For example, if you want to know something specific about patient forms, then type in "patient forms" in the search box. This will pull up information from all 3 sections that pertain to "patient forms".

The patient portal is a secure and convenient way to:

• Complete and Submit New Patient Paperwork

• Make Payment After a Session

• Confirm or Cancel Upcoming Appointments

• Log into your Telehealth Appointment

• Update your Contact & Insurance Information

• Send or Receive Messages from Front Office Staff or Therapist

• View Billing History & Account Summary

• Complete Assessments Sent by your Therapist

• Once scheduled, you will receive an email from "Insync Administrator" with a link to the patient portal sign-in page that includes your username.

⚠ If you don't see this email in your inbox after 30 minutes of being scheduled, please check your junk mail first before calling the front office to re-send.

• You will also get a temporary password that is sent to you via text message.

⚠ This temporary password will expire in 72 hours

• After signing in for the first time, you will be prompted to reset you password.

This is an optional setting that can help you complete assessments, payments, and new patient forms more efficiently. Once you add your signature on file, you can bypass the otherwise mandatory step of manually entering in your signature, and insead go straight to signing the form. See below for instructions.

• Go to the main menu on the patient portal, and Select "My Profile"

• Now make sure that you are on the "Primary Info" tab

• Find the empty picture and signtature icon on the right side of the page

• Click "Manage Signature"

• From the "Signature" pop-up screen, Select the top tab labled "Manual" or "Type" and then Enter your signature

• Select a security question and then Enter your own unique answer

• Enter a 4-digit security code that you can easily remember

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💡 Your security information will not be visible on our end. If you would like to reset your signature, you can do it from this page but you will need to enter in your 4-digit password. We will not be able to change or modify your signature or 4-digit password from our end. If you forget your password, please use your security question and answer.

• You are all set!

• From the Patient Portal, go to the main menu on the left hand side of the page and select "Form/Documents"

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• Click the red down facing arrow to expand the tab

• From the "Patient Forms" tab, complete the forms in that section.

• To sign a patient form, select the pen icon next to the signature box

• Then type or manually enter your signature in the signature box, and select "Accept"

💡If you have already saved your signature on file, it will autopopulate on all your patient forms, so all you have to do is "Save and Submit".

🔍To learn how to add your signature on file, go to question #5 in this section, or use search box to find "Adding Signature on File".

• Select "Save & Submit"

Photo ID's can be submitted in multiple ways:

1. Take a Picture & Upload Directly Through the "My Profile" tab

2. Email your photo ID car directly to intakes@lifechangetherapynow.com

3. Send your photo ID through the your patient portal "Messages" page

Option 1: Take a Picture & Upload Directly Through the "My Profile" tab

• Go to main menu on left side of page

• Select menu tab "My Profile"

• Select the top page tab "Primary Info"

• Find the empty picture icon on the right side of the page

  • To take a picture of your photo ID from your device, select the camera icon

  • To upload your photo ID directly from your device, select the upload icon

• Click "Save & Submit"

Option 2: Email your photo ID directly to intakes@lifechangetherapynow.com as an attachment.

Option 3: Send us your photo ID as an attachment through the your patient portal "Messages" page

• First make sure you have an image of your photo ID card saved on the device your are using

• Go to main menu on left side of the patient portal

• Select menu tab "Messages"

• Select the top page tab "Compose"

Insurance Card Images (front & back) can be submitted in multiple ways:

1. Take pictures & Upload directly through the Patient Portal

2. Email copy of card images directly to intakes@lifechangetherapynow.com

3. Send copy of card images as an attachment through the Patient Portal "Messages" page

Option 1: Take pictures & Upload directly through the Patient Portal

• Go to main menu on left side of page

• Select menu tab "My Profile"

• Select the top page tab "Insurance Details"

• Find the top box on right side of page labeled "Insurance Card Front Image"

  • To take a picture of your insurance card (front side) using your device, select the camera icon, and select "Capture" when you're read to take the picture

  • To upload an already saved image of your insurance card (front side) directly from your device, select the upload icon

• Follow the above step again to add the back side of your insurance card

Option 2: Email your insurance card images (front & back) directly to intakes@lifechangetherapynow.com as an attachment.

Option 3: Send us your insurance card images (front & back) as an attachment through the your patient portal "Messages" page

• First make sure you have the insurance card images already saved on the device you are using

• Go to main menu on Left side of the patient portal

• Select menu tab "Messages"

• Select the top page tab "Compose"

• From the Patient Portal's main menu (on left hand side), select "Home/ Dashboard"

• From the pop-up menu, complete the following form and then sign

• Using the drop-down field labeled "Payment Type", indicate your preference for how and when we use this card. If no preference is indicated here, it will become the new primary card on file.

• Click "I agree" at the bottom of the screen

• Add payment information on the epayment pop-up window

• Once complete, Click "Submit"

History forms are questionnaires that therapists use to get to know their clients better and to assess the origins and causes of their client's identified problems and symptoms.

1. From the left hand side of the screen, select the "History" tab

2. On the top of the History tab there are 4 history forms:

• Adult History

• C & A History (Child & Adolescents)

• Couples Intake Questionnaire

• Family Therapy

Use the chart below to see which history form you'll need to complete prior to your session.

3. After completing the history form, Click "Sign & Save"

💡The History form will go straight to your provider once you complete it.

Your therapist may send you one or more assessments to complete prior to your initial session and throughout your treatment.

* From the main menu of the Patient Portal, select "Assessments Tools"

* Select the page tab called "New Assessment" to expand all your new assessments

💡 If you have any assessments to complete, you will see them here

* Click on the title for the assessment tool to open and complete the assessment

* When you have completed answering the questions, Click on Save & Submit

💡 Use the red "X" at the top right of the assessment page to exit

* To view assessments that you have already submitted, select "Submitted Assessment Tools"

• From the left hand menu, Select "Messages"

• Next Select the top tab labeled "Compose"

• From the dropdown menu, select who you would like to send your secure message to

• Compose your message and Send!