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How to Complete Onboarding Documents
 

If you request an initial appointment directly from my website and after I accept it, then you will receive an email link to the portal. Please note you must complete your onboarding documents within 24 hours after you schedule your initial appointment. If you do not, then your appointment will be cancelled and others will be allowed to schedule.

1A) If your appointment is cancelled, you are allowed to reschedule after you successfully complete your onboarding documents. Here is how to complete your onboarding documents, then schedule an appointment:

1. Click this link to sign onto the portal https://gilmanbehavioralhealth.clientsecure.me/

2. Click "I'm An Existing Client"

3. Enter your email on file

4. Checking your email for a link to the portal

5. Sign into the portal to complete all of your onboarding documents

6. Request an initial appointment

1B) If I send you an email with a link to the portal, then you do not have to complete your onboarding documents within 24 hours. However, you will not be able to schedule an appointment until all of your onboarding documents are completed.

Below is what the portal looks like. You can regain access to the portal by:

1. Clicking https://gilmanbehavioralhealth.clientsecure.me/

2. Clicking "I'm An Existing Client"

3. Enter your email on file

4. Checking your email for a link to the portal

 

Please review the video tutorials below if you have questions on how to complete your onboarding documents.

FAQ.PNG

2) How To Complete Your Onboarding Documents-Completing Your Onboarding Documents, Then Requesting an Initial Appointment-Video Tutorial

3) How To Complete Your Onboarding Documents-Requesting an Initial Appointment, Then Completing Your Onboarding Documents-Video Tutorial

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