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AutoNotes Client Portal

Appointments, forms, messages and video in one client app.

Help clients stay connected with your practice before, during and between sessions.

Client Portal We're putting the finishing touches on it. Coming soon
Download on iOS
Download on Google Play

Before. During. Between

Before

Paperwork, done ahead

Intake, consent and screenings with signatures and saved drafts.

During

Video, without the fuss

Check camera and mic, wait to be admitted, then join.

Between

A direct line to you

Messages, photos and PDFs outside of emergencies.

Appointment requests

Clients pick a time.
You confirm it.

New sessions, reschedules and cancellations all come to you for review.

Request a session

John Doe · Individual therapy
For practices

Their app. Your workspace.

Invite clients

Send invitations and track who’s signed up.

Send and schedule forms

One-off or recurring, with status at a glance.

See screening trends

Completed screenings land in the client record.

Frequently asked questions

See upcoming sessions, complete and sign forms, message their clinician, request appointments and join video sessions.

No. Clients send a request, and the practice confirms it. Existing sessions stay in place until a reschedule is approved.

Yes, for some things. Forms and browser video visits open from a link sent by the practice.

No. Messaging is for questions between sessions and isn’t an emergency channel.

They can switch between connected practices inside the app.