The Client Portal

Alma’s Client Portal allows you to add and update your insurance details, enroll in autopay, review and sign your provider’s practices, practice policies and intake forms, as well as complete any assessments your provider may request that you complete.

Activating Your Account

If your provider is part of the Alma Client Portal trials, you'll receive an email invitation to create an account when your provider requests intake information. 

• Step 1: Create your password. Once you click Create account, a pop-up window will open, requesting that you create a password and confirming that you agree to our privacy policy, terms of service, and receipt of electronic notifications.
• Step 2: Verify your email address. After setting your Client Portal password, Alma will send an email to the same address where you received your Client Portal invite, asking you to verify your email address. This link expires in 5 days. Email verification is required to access the Client Portal.
• Step 3: Confirm your username. After you’ve set your password and verified your email, you will receive an additional email confirming your ‘username’ which is your email address, giving you a direct link to the Client Portal, and asking if you would like to set up multi-factor authentication.

Accessing the Portal

You can access the Alma Client Portal via the link in the email you received when your provider first shared Client Portal access; you can search "Alma Client Portal" in your email inbox to locate it. We recommend bookmarking this link for easy access whenever you may need to update your information.

Adding and Updating Your Insurance Details

If you’re adding your insurance details for the first time,

• Navigate to the ‘Tasks to Complete’ list on the Alma Client Portal homepage
• Click Complete next to Insurance Details

If you need to update your existing insurance details,

• Click on Profile and then select Insurance and payment
• Click the pencil icon in the ‘Insurance’ box 
• Select Update Insurance from the dropdown menu

Enrolling in Autopay

If you’re enrolling in Autopay for the first time,

• Navigate to the ‘Tasks to Complete’ list on the Alma Client Portal homepage
• Click Complete next to Autopay Enrollment

If you need to update the credit or debit card on file for autopay,

• Click on Profile and then select Insurance and payment
• Click the pencil icon in the 'Autopay’ box 
• Select Update credit card or Unenroll from the dropdown menu

Completing Intake Forms and Assessments

If your provider has requested you to review and sign any intake forms, these will appear under ‘Tasks to Complete’ on the homepage.

• To review and sign, click Complete next to the respective form

Your provider may also request that you complete clinical mental health assessments as part of your intake or regular sessions. These will appear on the Client Portal homepage as well.

• Click Complete next to ‘Depression Assessment’ or ‘Anxiety Assessment' to review and complete

Your provider will be sent your results. You will not be able to edit your results once the assessment is complete.

Password Reset and Multi-Factor Authentication

If you need to reset your password,

• Make sure you're logged out of your account
• Access the login page and click Forgot Password
• Enter your username/email as instructed to receive an email from Alma with a password reset link and further reset instructions
• Click Change password to create a new password for your Client Portal login

You can also choose to enable multi-factor authentication. This is an enhanced security feature that would require you to approve the Client Portal sign-in by using an authenticator app or receiving a code via text message.

Updating Your Email

Before the introduction of the Alma Client Portal, clients could request that their provider update their email address on their behalf. To prevent portal access issues, providers can no longer edit their client’s email address.

In addition, clients cannot update their email address without their provider's approval. 

If you need to update your email address associated with your Alma profile and Client Portal account please connect with your provider and request that they contact Alma with your approved, updated email address.