Client Portal

For patients accessing the Client Portal for the first time

You will receive an email notification when access to the Client Portal is granted. The email will be from ‘yourprovider@simplepractice.com’ with the subject line ‘Welcome from Dr. Jeffrey Motter’. In the email, click the green ‘Sign In’ button. Once the page webpage loads, bookmark the webpage so you can log back in easily in the future. Next, click ‘I’m an existing client’.

Once you have successfully signed in to the Client Portal, you will see a welcome message. After you click ‘Get Started’ you’ll begin completing intake forms. All forms in the ‘Needs to be completed’ section should be completed. Feel free to contact me if you have any questions during this process. The intake forms can take approximately 30 minutes to complete. Please allocate enough time to complete the intake forms before the scheduled Initial Intake Appointment begins.

Note: each email link to the Client Portal can only be used to log in one time and is only valid for 24 hours. After the link expires, you can obtain a new link to the Client Portal by clicking on an expired link or going directly to the Client Portal by clicking the button above, then enter your email address on the Client Portal page to be sent a new login link.

For active patients returning to the Client Portal

Return to the Client Portal by using a bookmark, clicking the button above, or by clicking a previously used link. Next, click ‘I’m an Existing Client’. Enter your email address, then click ‘Send Link’. You will receive an email containing a new link that will take you to the Client Portal. The email will be from ‘yourprovider@simplepractice.com’ with the subject line ‘Sign in to your Client Portal’. In the email, click the green ‘Sign In’ button.

Once you have signed in to the Client Portal, you will see links for ‘Appointments’, ‘Documents’, and ‘Billing & Payments’ at the top of the screen.

Joining appointments from the Client Portal

For both new and active patients, you can join video appointments either from the Client Portal or by clicking links to the video appointments in the reminder emails that are sent out in advance of your appointment start times. To join appointments from the Client Portal, click on the ‘Appointments’ page then click ‘Join Video’. Enter your name, then click ‘Ask to join’. You will then arrive at the waiting room and will be admitted to the appointment shortly.

Accessing documents in the Client Portal

All documents that you have viewed are stored in the ‘Completed’ section of the ‘Documents’ page in the Client Portal. You can review or download these documents at any time. Any new documents that are shared with you will appear in the ‘Needs to be completed’ section of the ‘Documents’ page. If you see any new documents in this section, please review and complete them and let me know if you have any questions.

Uploading documents to the Client Portal

Go to the ‘Document's’ page, scroll down to ‘My Uploads’ then click ‘Upload Files’.

Paying a bill in the Client Portal

Go to the ‘Billing & Payments’ page, click ‘Pay Now’ and enter the card information. You can also view billing documents, update payment methods, and view payment history from the ‘Billing and Payments’ page.