Manage your Client Portal account, update your information, and customize your experience.

Accessing Settings

Finding Settings

Log in to the portal
Click your name or profile icon
Select Settings or Account

Profile Information

Your Information

You may be able to view/update:

Contact information
Phone number
Email address
Address

What You Can Change

Typically you can update:

Phone number
Email (may need verification)
Communication preferences

What Requires Provider

Contact provider to change:

Name
Service address
Other protected info

Password and Security

Changing Password

Go to Settings → Security
Click Change Password
Enter current password
Enter new password twice
Save

Strong Passwords

Create passwords that are:

At least 8 characters
Mix of letters and numbers
Unique to this account
Changed periodically

Forgot Password

If you forget:

Click "Forgot Password" at login
Enter your email
Check email for reset link
Create new password

Notification Preferences

Setting Preferences

Customize your notifications:

Go to Settings → Notifications
Choose what to receive
Set how to receive
Save preferences

Options

Control notifications for:

Schedule updates
Messages
Documents
Reminders

Contact Preferences

How to Reach You

Set your preferences:

Preferred contact method
Best times to contact
Who can contact you

Updating Contact Info

Keep current:

Phone number
Email address
Alternate contacts

Display Settings

If Available

You may customize:

Language
Time zone
Date format

Accessibility

Some portals offer:

Larger text
High contrast
Screen reader support

Managing Access

Your Login

Your account includes:

Your username (usually email)
Your password
Your security settings

Authorized Family

View who has access:

See family members with access
Their permission level
Request changes through provider

Session and Security

Logging Out

To log out:

Click your name/profile
Select Log Out
Session ends

When to Log Out

Log out when:

Using public computer
Finished with portal
Sharing device with others
Any security concern

Session Timeout

For security:

Sessions may expire
After inactivity
Log back in to continue

Privacy Settings

Your Privacy

Control what's shared:

With family members
Notification content
Portal visibility

Your Data

Your information is:

Protected
Only shared as authorized
Subject to privacy laws

Help and Support

Getting Help

If you need assistance:

Check Help section
Contact provider
Use support options

Reporting Issues

For problems:

Describe the issue
Note error messages
When it happened
Contact support

Tips for Your Account

Keep Updated

Current email
Valid phone number
Correct address

Stay Secure

Strong password
Log out when done
Don't share login

Check Settings

Periodically review:

Notification preferences
Contact information
Security settings

Troubleshooting

Can't Log In

Check email/password
Use "Forgot Password"
Check caps lock
Contact provider

Settings Won't Save

Check all fields
Look for errors
Try again
Contact support

Not Receiving Notifications

Check notification settings
Verify email/phone
Check spam folder
Contact provider

Help Center

Account Settings