Online Therapy Client Setup

Step-by-Step Guide: TherapyNotes Client Account Setup and Document Signing for Online Counseling

This guide will walk you through creating your secure TherapyNotes account and signing the important documents. It’s like setting up a new online account and then signing paperwork, all from your device.

Part 1: Setting Up Your Therapy Portal Account

Before you can sign any documents, you need to create your secure online account.

  1. Look for the Email:
  • Go to your email inbox.
  • Look for an email from: TherapyPortal.com noreply@therapyportal.com
  • The subject of the email is “Client Portal Invitation”
  1. Click the Link in the Email:
  • Open the email from noreply@therapyportal.com.
  • Inside the email, you will see a link. This link is unique to you and will take you to the correct place to start setting up your account.
  • Click on this link.
  1. Enter Your Information:
  • The website will ask you to enter some information to confirm it’s you.
  • You’ll need to enter your birthdate.
  • Then, you will need to set up a password. Choose a password that is strong (mix of capital letters, small letters, numbers, and symbols) and easy for you to remember, but hard for others to guess. Write it down somewhere safe if you need to.
  • After you enter your details and set your password, click on the button to continue or “Create Account.”
  1. Log In to the Portal:
  • Once your account is created, you might be automatically logged in, or you might need to use your new password to log in.
  • If you need to log in again later, or if you’re not automatically logged in, you can go directly to the portal login page: https://www.therapyportal.com/p/BuckBlack/documents/

Part 2: Signing Your Documents

Now that you have access to the Therapy Portal, it’s time to find and sign all the necessary forms. Remember, there are 10 or more forms to sign.

  1. Find “Needs Your Attention”:
  • Once you’re logged into the portal, look for a section or a clear message that says something like “Needs Your Attention” or lists “Pending Documents.” This is where you’ll find the forms you need to complete.
  1. Start Signing the First Document:
  • Click on the first document listed under “Needs Your Attention.”
  • Read the document carefully. These are important papers, like consent forms and privacy policies.
  • After you’ve read it, look for a button that says “Sign,” “Review and Sign,” or “Complete Form.” Click this button.
  1. How to Sign Electronically:
  • When prompted to sign, you will usually have two options:
  • Type your name: There might be a box where you can type your full legal name. If you choose this, there will often be a button like “Use Typed Name” or “Generate Signature.”
  • Draw your signature: You might be able to use your mouse (on a computer) or your finger/stylus (on a phone or tablet) to draw your signature in a special box. If you make a mistake, look for a “Clear” button to try again.
  • Once you’re happy with how your signature looks (either typed or drawn), click the “Apply Signature” or “Submit” button.
  1. Continue to the Next Document:
  • After you sign one document, you’ll often see a message like “You have 9 documents pending action” or a prompt to “Continue to next document.”
  • It is very important to keep going until all documents are signed. Do not stop after just one or two.
  • Repeat steps 2 and 3 for each document.
  1. Look for “Always Available” Forms:
  • As you go through the forms, some might say “Always Available.” You do not need to sign these right now. These are usually for future updates or for your reference. Focus on the forms that require your action or signature.
  1. Confirm All Documents Are Signed:
  • Once you’ve clicked through all the documents and you no longer see any listed under “Needs Your Attention,” you are finished.
  • To double-check, you can go back to this link and see if any documents are still pending: https://www.therapyportal.com/p/BuckBlack/documents/
  • When everything is complete, the “Needs Your Attention” section should be empty, or you’ll see a message that all documents are signed.

Troubleshooting and Help:

  • If you get stuck or confused at any point, don’t worry!
  • Picture Guide: You can always refer to this visual guide for help: https://www.buckblack.com/esign.jpg
  • Call TherapyNotes Support: If you’re still having trouble, you can call TherapyNotes directly for help with the portal at (215) 658-4550. They can guide you through the process.

Completing these steps beforehand will help us get started promptly with your teletherapy session. Thank you!