This page is not for emergencies. If you are in danger or in crisis, call 911, or call or text 988.
For clients
Shown on a phone. The portal works the same way on a tablet or computer.
Sign in for the first time
Use the temporary password from your care team, then choose a password of your own. Video, 0:36, with captions.
Steps
- Enter the email address your care team has on file.
- Type the temporary password and tap Sign in.
- Choose a new password: at least 10 characters, with upper and lower case letters and a number.
- Tap Sign in again.
- You land on your home screen. Next time, use your email and your new password.
Transcript
Your care team gives you a temporary password by phone or in person. Start by entering the email address they have on file for you.
Type the temporary password, then tap Sign in.
The first time you sign in, the portal asks you to choose a new password. Use at least ten characters, with upper and lower case letters and a number.
Tap Sign in once more.
This is your home screen. From now on, your email and your new password are all it takes.
Complete your intake and first check-in
A few short forms and two brief questionnaires, done once when you start. Video, 0:50, with captions.
Steps
- On your home screen, tap Start your baseline.
- Fill in About you and tap Continue.
- Choose what brings you to care and tap Continue.
- Read the consents, tick each one you agree to, and tap Continue.
- Complete the three intake pages: health, substance use, and safety.
- Answer both questionnaires about the past two weeks.
- Review your starting scores and finish. Your care team receives them.
Transcript
On your home screen, tap Start your baseline.
First, a little about you. Check each answer, then tap Continue.
Choose anything that fits what brings you to care, and continue.
Next are the consents. Tap the title of any consent to read the full document. Tick each one you agree to, then continue.
The intake has three short pages: your health, substance use, and safety. Answer what you can. You can talk through the rest with your clinician.
Last, two brief questionnaires about the past two weeks. Tap the answer that fits best for each question. There are no right or wrong answers.
You will see your starting scores. Your care team sees them too, and uses them to follow your progress. Tap the button to finish.
Join your group
Join from your home screen, then use the microphone, camera, hand and leave buttons. Video, 0:39, with captions.
Steps
- On your home screen, tap Join video.
- Allow the camera and microphone if asked. Scroll to see everyone in the group.
- Tap the microphone to mute or unmute.
- Tap the camera to turn your video off or on.
- Tap the hand to raise or lower it.
- Tap the red button to leave. You also leave automatically when the facilitator ends the session.
Transcript
Your next group is at the top of your home screen. A few minutes before it starts, tap Join video.
If your phone or browser asks to use your camera and microphone, choose Allow. You will see your facilitator and the other group members. Scroll to see everyone.
The microphone button mutes and unmutes you.
The camera button turns your video off and on.
To speak without interrupting, raise your hand. Tap it again to lower it.
When group is over, tap the red button to leave. If your facilitator ends the session, you leave automatically.
Message your care team
Send a private message between sessions. Messages are not for emergencies. Video, 0:26, with captions.
Steps
- Tap Messages at the bottom of the screen.
- Type your message and tap Send.
- Replies appear here. A dot on Messages means there is something new.
- Messages are not for emergencies. In danger or in crisis, call 911, or call or text 988.
Transcript
Tap Messages at the bottom of the screen.
This is a private conversation with your care team. Type your message, then tap Send.
Your care team replies here. A dot on Messages means something new is waiting.
Messages are not for emergencies. If you are in danger or in crisis, call 911, or call or text 988.
Your profile, two-step sign-in and consents
Update your name and phone, add a second sign-in step, and review what you agreed to. Video, 0:41, with captions.
Steps
- Tap You to open your profile. Use Edit to change your preferred name or phone number.
- Under two-step verification, tap Turn on.
- Scan the code with an authenticator app, or type in the setup key.
- Enter the 6-digit code from the app and confirm. Future sign-ins ask for a code.
- Review your consents and their dates, or request a copy of your records.
Transcript
Tap You at the bottom of the screen to open your profile. The Edit buttons change your preferred name and your phone number.
For extra protection, turn on two-step verification. Tap Turn on.
Scan the code with an authenticator app on your phone, such as Google Authenticator or Microsoft Authenticator. If you cannot scan, type in the setup key shown below the code.
Enter the six digits your app shows, and tap the button to confirm. From then on, signing in asks for a fresh code from the app.
Your profile also lists every consent you gave, with its date. You can ask your care team for a copy of your records from here too.
Your choice about session transcription
Decide whether group sessions may be transcribed for your facilitator's notes, and change your answer any time. Video, 0:41, with captions.
Steps
- A question about transcription appears on your home screen.
- Tap Read the full consent. No audio or video is kept, and a session is transcribed only if every client has agreed.
- Choose I agree or No, thank you. Saying no changes nothing else about your care.
- To change your answer: tap You, then find Transcription of group sessions under Consents & documents.
- While a session is being transcribed, a notice shows at the top of the room.
Transcript
Your care team may ask to have group sessions transcribed, so their notes are accurate. If they do, this question appears on your home screen.
Tap Read the full consent to see exactly what it means. No audio or video is recorded or kept, and a session is transcribed only if every client in it has agreed.
Choose I agree, or No, thank you. Saying no changes nothing else about your care.
You can change your answer at any time. Tap You, and find Transcription of group sessions under Consents and documents.
Whenever a session is being transcribed, everyone in it sees this notice at the top of the room.
Your documents
See what you agreed to, which admissions forms are in your chart, and how to ask for your records. Video, 0:45, with captions.
Steps
- Tap Docs at the bottom of the screen.
- Your agreements are listed with the date you agreed. Tap Read, where shown, for the full wording.
- Admissions paperwork lists the forms in your chart. Needs your signature means you sign it with your admissions team, not here.
- An expired form is renewed with your admissions team.
- Open the Notice of Privacy Practices, or tap Request a copy of my records.
Transcript
Tap Docs at the bottom of the screen. Your documents are all in one place here.
The first list shows each agreement you made when you joined, with the date you agreed. Where you see Read, tap it to see the full wording.
Admissions paperwork lists the forms your admissions team keeps in your chart. Needs your signature means you will sign it with them, not in this app. Complete shows how long a form stays current.
If a form shows Expired, your admissions team will reach out to renew it. You can also message them to ask.
At the bottom, open the Notice of Privacy Practices, or tap Request a copy of my records to send that request to your care team.
For the care team
Facilitator and admin tools, shown on a computer.
Start and end a group session
For facilitators: open the room, run the session, and end it for everyone. Video, 0:42, with captions.
Steps
- On the facilitator screen, choose Start & join session.
- Clients appear as they join. Icons show a raised hand and who is muted.
- Your microphone, camera and hand controls are under the video.
- Choose End session for everyone to close the room for all clients.
- Joins and session ends are recorded in the audit log.
Transcript
After you sign in, your groups are listed on the facilitator screen. To open the room, choose Start and join session.
Clients appear as they join. A full group fits on one screen. A hand icon marks someone who would like to speak, and a crossed speaker marks someone who is muted.
Your own microphone, camera and hand controls sit under the video.
When group is finished, choose End session for everyone. This closes the room for every client at once, so nobody is left behind in an open room.
You are back on the facilitator screen. Every join and every session end is written to the audit log.
Invite a person
For admins: create an account, hand over the temporary password, and set admin access. Video, 0:46, with captions.
Steps
- Choose Open admin.
- On the People tab, choose Invite someone.
- Enter the email, first name and role, then create the account.
- Copy the temporary password. Share it by phone or in person, never by email.
- To make a care team member an admin: Edit, set Admin access to Yes, Save.
- Use Edit to turn off a person's sign-in when they leave. Their record is kept.
Transcript
Accounts are by invitation only. On the facilitator screen, choose Open admin.
The People tab lists everyone with an account. Choose Invite someone.
Enter their email and first name, and choose whether they are a client or part of the care team. Then create the account.
The portal shows a temporary password one time only. Share it by phone or in person, never by email. They choose their own password the first time they sign in.
To let a care team member manage people and groups, choose Edit on their row, set Admin access to Yes, and save.
The same Edit screen turns a person's sign-in off when they leave the program. Their record stays; they simply cannot sign in.
Groups and rosters
For admins: set a group's schedule and facilitator, and choose who is on the roster. Video, 0:35, with captions.
Steps
- In admin, open the Groups tab.
- Choose Manage to change a group.
- Write the schedule in plain words. The preview shows what clients will see.
- Tick or untick clients to set the roster. A client can only join a group they are on.
- Save. Changes take effect right away. Use New group to add another.
Transcript
In admin, open the Groups tab. Each group shows its schedule, its facilitator and how many clients are on the roster.
Choose Manage to change a group.
The schedule is written in plain words, such as Monday to Thursday, five to eight PM. The preview underneath shows exactly what clients will see.
Tick a client to add them to the roster, or untick to remove them. A client can only join the video room of a group they are on.
Save, and the change takes effect right away. New group creates another group the same way.
Read the audit log
For admins: see who joined, who ended a session, and every admin change. Video, 0:26, with captions.
Steps
- In admin, open the Audit tab.
- Each line shows the time, the person and the action: joins, session ends and admin changes.
- Newest first. Choose Refresh to load the latest.
- Entries cannot be edited or removed from the portal.
Transcript
In admin, open the Audit tab.
The log is the record of access. Each line shows the time, the person, and what happened: a client joining a session, a facilitator ending one, or an admin change such as an invitation.
The newest activity is at the top. Choose Refresh to load the latest.
Entries cannot be edited or removed from the portal.
Reply to client messages
For the care team: read and answer messages from the clients in your groups. Video, 0:31, with captions.
Steps
- Choose Messages. Your clients are listed on the left; a dot marks something new.
- Choose a client to open the conversation.
- Type your reply and choose Send.
- Keep clinical detail for sessions and the chart. If a client may be in danger, follow your crisis protocol.
Transcript
Choose Messages in the top bar. The left side lists the clients in the groups you facilitate. A dot marks a conversation with something new.
Choose a client to open the conversation.
Type your reply and choose Send. The client sees it the next time they open Messages.
Keep clinical detail for sessions and the chart. If a message suggests a client is in danger, follow your crisis protocol and call them.
Transcribe a session and sign the notes
For facilitators: turn on transcription, draft the notes, then review and sign each one. Video, 0:59, with captions.
Steps
- In a live session, choose Start transcription. It starts only if every client who joined has agreed.
- Everyone sees the notice. No audio is recorded. A client who has not agreed joining stops it.
- End the session, then choose Session notes on the group and open the session.
- Choose Draft notes. You get a group summary and one note per client who spoke.
- Possible safety concerns are listed first, for your clinical judgment.
- Check each note against what the client said, correct it, and choose Sign.
- Nothing is filed until you sign. When the last note is signed, the transcript is deleted.
Transcript
In a live session, choose Start transcription. It starts only if every client who joined the session has agreed. If someone has not, it tells you how many, never who.
Everyone in the room sees the notice. No audio is recorded. If a client who has not agreed joins, transcription stops on its own.
When group is over, end the session. Then choose Session notes on the group, and open the session.
Choose Draft notes. In a minute or two you have a group summary and one note for each client who spoke.
Anything that may be a safety concern is listed first. These are prompts for your clinical judgment, not findings.
Each client's note sits beside the lines that client actually said. Read it, correct it, and choose Sign.
Nothing is filed until you sign it. When the last note for a session is signed, its transcript is deleted.
Still stuck?
Clients: send a note from Messages in the portal, or call your care team. If you cannot sign in, call the admissions line at 808.482.6611. How we protect your information is in the Notice of Privacy Practices.