Parent Portal
The Parent Portal gives parents visibility into their child's therapy progress, upcoming sessions, and billing — without needing to contact the therapist for updates.
How parents get access
Parents don't sign up on their own. Instead, the therapist sends an invitation:
- Therapist opens the client's profile → Guardian Info tab
- Clicks Invite to Dashboard next to the guardian's name
- An email is sent to the parent with a link to accept the invitation
- Parent clicks the link, creates an account (or signs in), and is connected to their child's record
The invitation email includes:
- Therapist's name
- Child's name
- A direct link to accept
Make sure the guardian's email address is correct before sending the invitation. The parent will use this email to create their account.
What parents can see
Overview dashboard
After logging in, parents see:
- Total Children — Number of children connected to their account
- Active Treatment — Children currently receiving therapy
- Upcoming — Sessions scheduled in the next 7 days
- This Week — Sessions this week
Pending intake forms
If the therapist has sent intake forms, they appear here with a progress bar. Parents can start or continue filling them out.
Children table
A list of all connected children with their next session, last session, and status.
Child details
Clicking a child opens their profile with these tabs:
| Tab | What it shows |
|---|---|
| Overview | Session stats and recent activity |
| Sessions | Past and upcoming sessions with dates, times, and status |
| Child Info | Basic profile information (read-only) |
| Guardian Info | Guardian contact details (read-only) |
| Documents | Shared documents |
| Account History | Activity log |
| Payment Methods | Manage credit/debit cards for billing |
What parents can NOT see
- Goals & Treatment plans (therapist only)
- Evaluations (therapist only)
- Clinical Details (therapist only)
- Service Details (therapist only)
- Access & Permissions (therapist only)
Parent calendar
Parents have a calendar view showing sessions for all their children. It supports the same views as the therapist calendar (Day, 3-Day, Work Week, Week, Month).
Each session shows:
- Child's name
- Date, time, and duration
- Therapist's name
- Session status
Requesting a cancellation
Parents cannot cancel sessions directly. If the therapist allows cancellation requests, parents can:
- Click Request Cancellation on an upcoming session
- Optionally provide a reason
- The request is sent to the therapist for approval
- The parent sees "Pending Cancellation" status until the therapist responds
Payment methods
Parents can manage their payment methods from the Payment Methods tab on their child's profile:
- Add a new credit or debit card
- Set a default payment method
- Remove saved cards
Parent settings
Parents have a simplified settings page with:
- Account & Profile — Name, email, password
- Notification Preferences — Control which notifications to receive
- Payment Methods — Manage cards per child