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Navigating the Platform

Last updated Jun 27, 2026

Your Dashboard

After logging in, your dashboard gives you an at-a-glance view of upcoming appointments, recent messages, and outstanding action items such as unsigned forms or unpaid balances.

Main Sections

  • Appointments — View upcoming and past visits, book new appointments, reschedule or cancel.
  • Messages — Secure communication with your providers. All messages are encrypted end-to-end.
  • Records — Access clinical notes, lab results, imaging reports, and treatment plans from all connected providers.
  • Forms — Complete intake paperwork, consent forms, and health questionnaires digitally.
  • Billing — View invoices, make payments, and track insurance claims.
  • Profile — Update your personal information, insurance details, and notification preferences.

Finding Help

Use the search bar at the top of this Help Center to find articles on any topic. You can also contact our support team directly for personalized assistance.

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