A client portal your clients actually use
Intake forms, appointments, secure messaging, telehealth links, and invoice payments in one secure place — filled out on their phone, straight into your records.
Intake forms clients actually finish
Request a form from the client record and it lands in their portal. They fill it out on their phone, and the submission goes straight into their chart — no typing up paper forms, no scanning.
- Send form requests from the client record in one click
- Clients complete forms on any phone, with pending and completed status tracked
- Start from the built-in form library or your own templates
- Submissions land directly in the client record
Appointments and reschedules, self-serve
Clients see their upcoming care without calling your office, and when life happens, they request a new time instead of leaving a voicemail.
- Upcoming appointments with type, status, duration, and location
- Telehealth sessions open right from the portal
- Reschedule requests arrive for you to approve or decline
- Pending, confirmed, completed, and cancelled statuses stay clear on both sides
Secure messaging, without the email chain
Updates, shared documents, and invoices stay inside the encrypted workspace instead of personal email and text threads.
- Message back and forth inside the HIPAA-compliant workspace
- Share documents securely, with nothing living in personal email
- Clients review invoices and pay securely from their portal
- Care plans are visible to clients, so goals and homework do not get lost
How it works
Three steps, and your documentation rhythm runs itself.
Invite the client
Send an activation link and the client sets up their portal account in minutes. Access stays limited to the information and tools shared for their care.
Send the intake forms
Request forms from the client record. They fill them out on their phone, and submissions land straight in their chart.
Stay in one place
Appointments, secure messages, telehealth links, and invoice payments stay in the portal, so nothing important lives in personal email.
Ready when you are
Therapy notes live in the same workspace as your clients, calendar, and paperwork. Switching from another EHR? We help with that too.
Frequently asked questions
What is a client portal for therapists?
A client portal is a secure login where your clients handle the admin around their care: completing intake forms, seeing upcoming appointments, messaging you, joining telehealth sessions, and reviewing invoices. EasyMindCare’s portal is built for solo therapists and small practices, with access limited to the information and tools shared for that client’s care.
Can clients fill intake forms online?
Yes. You send a form request from the client record, the client completes it on their phone from the portal, and the submission lands directly in their chart. Pending and completed requests are tracked on both sides, and you can start from the built-in form library or your own templates.
Can clients reschedule their own appointments?
Clients can view their upcoming appointments and request a schedule change from the portal. The request arrives in your dashboard as pending, and you approve or decline it, so the calendar and the client record stay accurate without phone tag.
Is the client portal HIPAA-compliant?
Yes. The portal runs on the same safeguards as the rest of EasyMindCare: a signed Business Associate Agreement, encrypted storage, access scoped to each client’s own care, and secure messaging that never touches personal email or SMS threads.
Can clients pay invoices through the portal?
Yes. Clients can review their invoices, pay securely, and manage a saved card from the billing section of their portal, so payment does not depend on remembering a checkbook.
How do clients log in?
You send an activation link and the client creates their portal account from it. From then on they sign in directly, and your records stay connected to their account automatically.
Still have questions? Contact us.
More to explore
Documentation
Therapy Notes
Build reusable note templates, finish session documentation between clients, and keep every record in one HIPAA-compliant workspace.
See therapy notesSecurity & Compliance
HIPAA-Compliant Software
EasyMindCare signs a Business Associate Agreement with every customer, encrypts records in transit and at rest, and documents the safeguards you can point clients to.
See hipaa-compliant softwareScheduling
Scheduling
Day, week, and month calendar views, recurring session series, double-booking warnings, and automated reminders — one calendar for in-person, telehealth, and phone sessions.
See schedulingYour notes. Your structure. One workspace.
Intake forms, appointments, secure messaging, telehealth links, and invoice payments in one secure place — filled out on their phone, straight into your records.