Patient Portal: Patient Guide

From the Patient Portal, you can review your current medications and upcoming appointments, add files, and sign shared documents and treatment plans. The Patient Portal is also mobile-responsive, so you can access the portal on whatever device is most convenient for you!

Creating an Account

Register a new portal account following the instructions in the email invitation received. If you're having trouble locating the email, try searching for emails from [e-mail].

1. Click the Register link in the email received. 
    
2. Create a password. Passwords must be 8 characters in length, and have at least one upper case letter, one lower case letter, and one number or symbol.
   
3.  Agree to Terms of Service & Privacy Policy and click Create.
4. You’ll be prompted to login with your email address and the password you just created.

Reset Password

Easily reset a forgotten password using the Forgot password? Link on the login window.

User Roles

In addition to the patient, guardians and/or guarantors can also be given access to certain areas of the Portal and to certain information appropriate to their roles. 

Click here for the Messages walkthrough.

Dashboard

Once you log in, you'll be directed to your dashboard.

From this page, you can view:

Episodes of Care Switch between your different episodes of care.   Patient Details Photo Full Name Medical Record Number My Information Demographics Insurance My Appointments Next Appointment Future Appointments Next Group Sessions (Scheduler Only) Future Group Sessions (Scheduler Only) My Medications Only available if your treatment location uses the ePrescribe feature Default eRx Pharmacy Active eRx Medications

My Documents Most Recently Shared Documents My Treatment Plans Assigned Care Team Active Treatment Plans My Files Browse and Upload Files My Messages View and send messages User Management   Update email address Reset Password My Payments (if available) Make payments

Show More

Open any of the sections by clicking Show More on the related tile or by selecting an item from the menu in the left sidebar.

My Information

This section contains demographic information pulled from the electronic medical record software used by the organization (Kipu EMR). This includes demographics, insurance, and contact information. 

My Appointments

If the treatment location uses the Kipu Calendar, you can view your upcoming (and past) appointments. If the treatment location uses the Kipu Scheduler, you can view your upcoming (and past) appointments and group sessions and start telehealth visits. 

 

• Join any telehealth sessions from the Click Here to join link.
• Use the Add to Calendar link to add the appointment or session to your personal calendar.

My Medications

If the treatment location uses the Kipu ePrescribe feature, you can view your default pharmacy and review active and inactive prescribed medications. This includes the medication name, quantity, strength, route, dosage form, frequency, and duration.

My Documents

Review and sign shared documents these can be consent forms, evaluations, etc.

• Pending documents require action: review, complete, and sign. 
  • Click on the Pending document to review. Then, use the Sign & submit button to complete the form.
• Complete documents are read-only and available for your review. 
  1. A document that is completed but says Revoke in the Actions column can be revoked.
  2. Revoked documents are consents which have been revoked by any one of the signers. Any revoked consents will have the revocation date on file.
  3. You can view the date a completed document was shared or updated, and you can click on the name of the document to review it. 

My Treatment Plans

Review and sign shared Treatment Plans. You can also view the Care Team assigned to your account if one has been assigned. 

Click on the > to open the treatment plan. From this page, review the document and click Sign & Submit.

My Files

Upload files, insurance cards, IDs, and photos to the portal. These photos will be shared with your treatment facility for inclusion in your patient record. To add a file: select a File Type, locate the file from your computer, and click Upload.

My Messages

In My Messages, you can Compose messages to members of your care team by clicking on the Compose button.

Add a subject, and write your message in the Message field.

You can also respond to messages from your care team by clicking on the envelope icon.

Click on the message you wish to respond to, then click the respond arrow indicated below.

Enter your message then click the Send button. For a more detailed guide on the My Messages section, check out this article!

Multiple Charts

If you have access to multiple patients (for example, if you are a guardian and a patient, or a guarantor on multiple patients, etc.), you will see tabs for each patient across the top of the Portal. 

If the name is in purple, that is the patient whose information you are viewing, while black indicates that you are not viewing that patient's information.

If the patient has a carrot in their tab, it means that they have multiple charts. The purple text indicates the most recent, active chart. In this case, black text indicates completed charts.

My Payments

If your facility has elected to use Kipu Payments, you may see this section in your Portal. If it is present, you will be able to make payments to the facility through the My Payments section. 

1. Next, begin filling out the payment details.

   Name on Card (required): Type in the name on the card. Ensure that it matches the card exactly, including any middle initial if present.  Email (optional): Enter an email address (this field is not required, but if you want a receipt, be sure to enter one) Send Receipt: When this box is checked, a receipt will be sent to the email entered above. Payment Description (optional): You can enter details about the payment if desired.

2. Add the card details or, if you anticipate needing to make multiple payments and want to save your payment info for future payments, create a new saved payment method. Stripe accepts Visa, Mastercard, American Express, Diners, and Discover cards.

   Saved Payment Method	Pay with Other Payment Method
   Click the +Add new payment method button to create a saved payment method for this payer. If desired, set a nickname for this card.  Complete the card details, including card number, expiration date (MM/YY), security code, country, and zip code. Click Save Payment Method. Select the newly added payment method and click Submit Payment.	The Pay with other payment method (Not saved) radio button will be selected by default when there are no saved payment methods. Enter the card number, expiration date (MM/YY), security code, country, and zip code. Click Submit Payment.

3. Review the Payment Summary and click Confirm Payment to process.
4. You'll receive a Payment Successful confirmation message with the related details including a confirmation number. 
   

Paying with Bank Transfer (ACH)

If you prefer to pay via bank transfer (ACH Direct Debit only) instead of by card, you can do so.

1. Follow the steps above, but instead of entering credit card details, click on US bank account.
2. Enter the email address and full name of the person paying.
3. Next, search for the bank or click Enter bank details manually to manually enter the bank information.
   
4. In the pop-up window, enter the routing number and account number, then confirm the account number.