| Note: The Alma Client Portal is not available to all providers and clients at this time. We are working to make all clients eligible for a Client Portal account in 2025. |
Alma’s Client Portal allows clients to add and update their insurance details, enroll in autopay, review and sign your practice policies and intake forms, as well as complete any assessments you may request that they complete.
Activating Your Client’s Account
If your client is eligible for an account, when you request that your client add their insurance details, enroll in autopay, sign intake forms, or take assessments, this automatically sends them an email to activate their Client Portal account.
Once your client completes the account activation steps outlined in their invite email, they will then be able to start any of the intake tasks you’ve requested. The link in this account activation email expires 5 days from the time the invitation was sent.
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As a reminder, not all clients are eligible to join the Client Portal at this time. If your client has not received this email invitation when requesting intake information, they are not yet eligible to create an account. |
Accessing the Portal
If your client already has an Alma Client Portal account, they can access it via the email they received when Client Portal access was shared with them; they can search "Alma Client Portal" in their email inbox to locate it. We recommend clients bookmark this link for easy access whenever they may need to update their information.
Please note: Clients who do not have a Client Portal account can’t update their own insurance information. You can manually update their insurance information or send a request to your client by following these instructions in our Support Center.
Email Notifications
Once a client creates a Client Portal account, they can log in to the Client Portal to update their information at any time, not only when you as their provider make a request. To ensure you are aware of any changes, you will receive an email notification when your client takes any of the following actions through the Client Portal:
- Add, update, or remove insurance details
- Enroll in or update autopay
- Sign consent forms
- Complete assessments
- Complete Intake forms
Reviewing Client Task Statuses
If you’ve requested that your client add or update their insurance details, or enroll in autopay, their client profile will show when their insurance or autopay was ‘Last Updated.’
Editing Client Login Credentials
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 client's email address associated with their Alma profile and client portal account, please reach out to us via the Chat window in our Support Center with the new email address you've approved and we will further assist.