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. 

Linking Multiple Providers

Currently, an Alma Client Portal account can only be connected to one provider at a time. If you already have a portal account with one provider, you will not be able to link a second provider to that same account at this time. We hope to expand this functionality in the future to better support your care. 

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

How to View Your Insurance Eligibility and Cost Estimate (What You Will Owe After Each Session)

When you schedule care through Alma, we verify your insurance benefits to help you understand the estimated cost of your sessions. You can view your eligibility status and cost estimate at any time in your Alma Client Portal. To learn how, see: View Your Cost Estimate In The Alma Portal.

If you believe your insurance eligibility status or estimated cost per session is incorrect, you can request a review directly in your Alma Client Portal. To learn more, see: Request a Review of Your Insurance Eligibility or Cost Estimate.

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 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, as well as under the Consent forms tab.

• 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, or under the Clinical assessments tab.

• 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.

Scheduling and Rescheduling Appointments

To request an appointment with your provider,

1. Login to the Client Portal and click Request appointment in the upper right corner. 
2. Select your desired date and time, then select Request now. 

A message will auto-populate and send to your provider via Secure messaging so they can schedule the appointment.

To reschedule your appointment,

1. Navigate to the Client Portal and click Request reschedule under your existing appointment details.
2. Choose a new date and time, then select Request now. 

A message will auto-populate and send to your provider via Secure messaging so they can schedule the appointment.

Password Reset and Multi-Factor Authentication

If you need to reset your password, choose one of the options below:

Option 1: Direct Reset Link (Recommended) 

The fastest way to reset your password is to use the Password Reset link.

Option 2: Manual Reset 

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

You can also choose to enable multi-factor authentication by navigating to the Account and security tab. 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

If you need to update the email address associated with your Alma Client Portal account, 

• Log into your Alma Client Portal and navigate to the Personal Information tab
• Click Edit next to your existing email address
• Verify your password 
• Enter and confirm your new email address, then click Save changes

Once updated, you will automatically be logged out of the Client Portal and will receive an email confirmation to both your new and old email addresses. Your provider will also be notified via email.