A more connected experience beyond the appointment.
Grace's client portal is designed to extend the practice beyond the live session. Appointments, forms, secure messages, documents, invoices, payments, homework, telehealth access, and client-facing workflows come together in one connected experience so care feels more continuous on both sides.
Fewer handoffs. Better continuity. A calmer way to stay connected between sessions.
Client Portal
Dashboard
Next Appointment
Thu, Mar 20 at 2:00 PM · Telehealth
Forms
1 pending
Messages
2 new
Billing
Up to date
Thought journaling exercise
Homework · Due before next session
Consent form
Signed · Feb 28, 2026
More than access. A more complete client-facing experience.
A portal should do more than give clients a login. It should make the experience around care easier to navigate, easier to complete, and easier to continue.
Grace is designed to give clients a clearer place to manage appointments, complete forms, exchange secure messages, view invoices, make payments, access shared resources, and stay connected to the practice between sessions.
Built for everything that happens outside the session
Much of the client experience happens before and after the appointment: intake, scheduling, reminders, paperwork, secure communication, documents, follow-up, payments, and ongoing engagement.
Grace's client portal is designed to bring those moments into one connected environment instead of scattering them across email threads, PDFs, forms, links, and manual follow-up.
A better client experience begins where the session ends.
Appointment access and updates
Forms, intake, and consent workflows
Secure messaging
Documents and uploads
Billing and payment access
Homework and engagement between sessions
What clients can do in the portal
Grace's client portal is designed to give clients secure access to the parts of care and administration that matter most.
Account access & security
Secure login, invitation-based access, password setup and reset, optional MFA support, session-aware security, and portal access controls designed for trust-sensitive care environments.
Client dashboard
A portal home experience with quick access to appointments, messages, invoices, forms, documents, profile settings, and recent activity.
Profile & personal information
Clients can view and update contact details, demographics, address, preferences, insurance information, health history, and account settings.
Appointment management
View upcoming appointments, review appointment history, request bookings, reschedule, cancel, and stay aligned through confirmations, reminders, and status updates.
Forms, intake & assessments
Complete intake forms, digital forms, consent workflows, health history updates, insurance forms, and outcome measures before or between appointments.
Secure messaging
Encrypted two-way communication with providers through portal-based message threads, attachments, and appointment-related communication.
Documents & file access
Upload documents, access provider-shared files, manage consent and insurance documents, and retrieve available receipts and records where appropriate.
Billing & payments
View invoices, review payment history, make online payments, and download receipts or tax-related documents where available.
Clinical access & engagement
Access shared treatment plans, view notes where permitted, complete homework, track goals, review shared resources, and stay engaged between sessions.
Telehealth access
Join virtual appointments through a more connected portal workflow that keeps appointments, communication, and care access closer together.
A client experience that feels connected to the rest of the practice
The portal is most useful when it is not treated as a separate product. Grace is designed so portal workflows connect more naturally to scheduling, forms, communication, billing, telehealth, records, and practice operations.
Clients experience the practice as one continuous environment rather than a collection of separate tools.
Appointment access that reduces back-and-forth
Appointments are one of the most visible parts of the client experience. Grace's portal is designed to make them easier to manage with booking access, rescheduling, cancellations, confirmations, reminders, and appointment visibility in one place.
That reduces administrative back-and-forth while giving clients a clearer, more self-directed path around scheduling.
A smoother appointment experience makes the whole practice feel more organized.
My Appointments
Individual Session
2:00 PM · 50 min · Telehealth
Follow-up Session
2:00 PM · 50 min · In-person
Request a new appointment
Forms & Intake
Intake Assessment
12 questions remaining
Informed Consent
Signed · Feb 28, 2026
Health History
Submitted · Feb 25, 2026
PHQ-9 Assessment
Available Mar 20
Forms, consent, and intake without scattered paperwork
Much of the friction in practice happens in forms: intake, consent, health history, insurance details, and the documents clients are asked to complete before care begins or as treatment continues.
Grace's portal is designed to centralize those workflows so clients can complete, submit, sign, and track important forms inside one secure environment.
Secure messaging that stays part of the care experience
Communication between sessions should feel secure, structured, and easy to follow.
Grace supports encrypted portal messaging so clients and providers can exchange information through two-way threads, attachments, and communication-aware workflows that stay connected to the broader care experience.
Dr. Sarah Chen
Here is the thought journaling worksheet we discussed. Please try to complete it before our next session.
Mar 13 · 10:24 AM
Thank you! I'll work on it this weekend.
Mar 13 · 11:02 AM
Billing Overview
Balance Due
$0.00
Invoice #1024
Mar 6, 2026
$180.00
Paid
Invoice #1019
Feb 27, 2026
$180.00
Paid
Billing, invoices, and payments inside the portal
Financial workflows feel lighter when clients can see what is due, what has been paid, and what documents are available without needing separate manual follow-up.
Grace's portal supports invoice visibility, payment access, payment history, and receipt retrieval so billing becomes a more self-service part of the experience.
Engagement that continues between sessions
The portal is not only for administration. It can also support continuity of care between appointments.
Grace is designed to support homework workflows, shared treatment plans, progress tracking, goals, outcome measures, shared resources, and other client-facing engagement that help care continue outside the live session.
A stronger portal supports more than logistics. It supports continuity.
My Progress
Sleep hygiene routine
75%Thought journaling
40%Mindfulness practice
90%Homework This Week
Telehealth access that feels closer to the rest of care
Virtual appointments feel smoother when they are not separated from the rest of the client experience.
Grace's portal is designed to support telehealth access inside the broader appointment and communication workflow, helping clients move from reminder to session to follow-up with less confusion and fewer disconnected steps.
Appointment reminder sent
Join session link available
Telehealth session in progress
Session summary and follow-up
Designed for trust-sensitive client access
Client access in healthcare needs more than convenience. It needs structure, security, and visibility.
Grace's portal is designed with secure authentication, invitation-based access, account controls, encrypted activity tracking, access management, and trust-sensitive workflow design to support a safer client-facing experience.
Secure portal authentication
Invitation-based access
Password and account controls
Optional MFA support
Token-aware session security
Staff-controlled portal enable / disable / reset
Built for clients and manageable for practices
A more organized, secure, and self-service way to move through the practical side of care appointments, forms, communication, payments, and engagement in one place.
Fewer fragmented handoffs, fewer manual reminders, better continuity across forms and communication, and a more connected client experience beyond the live session.
The portal should feel like part of the practice not a separate system clients have to figure out.
A portal that grows with the practice
Grace's client portal already supports a broad client-facing foundation and continues to expand as the wider platform matures. As Grace grows, the portal creates room for richer client experiences across booking, messaging, forms, telehealth, engagement, and other workflows that help practices build stronger continuity over time.
See how Grace extends the practice beyond the session
Explore how Grace supports client access, appointments, secure messaging, forms, payments, telehealth access, homework, and client engagement in one connected portal experience.
Start free. No commitment. No credit card.
Join the Founding 100 and get 3 months fully free to experience Grace.