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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

For: Patients and authorized representatives Last Updated: 2026-02-23

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Getting Started

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Creating Your Account

  1. Navigate to your organization’s Patient Portal at /portal/register
  2. Enter your email address (must match your patient record), create a password, and accept the Terms of Service
  3. Check your email for a verification link and click it to activate your account
  4. You’ll be redirected to the portal dashboard

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Logging In

  1. Go to /portal/login
  2. Enter your email and password
  3. If MFA is enabled, enter the 6-digit code from your authenticator app
  4. You’ll land on your Portal Dashboard

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Account Lockout

For your security, after 5 consecutive failed login attempts, your account will be temporarily locked. Contact your care team to unlock it.

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Portal Features

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Dashboard

Your home screen shows quick-access cards to all portal features: Appointments, Forms, Billing, Messages, My Info, and Security settings.

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Health Records

View a read-only summary of your clinical information:
  • Clinical Summary: Your chart status and chart number
  • Active Medications: Current medications including dosage and frequency
  • Treatment Goals: Your treatment objectives in your own words, with progress tracking
Note: Some information may be restricted due to consent requirements. If you see a notice about restricted records, contact your care team.

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Appointments

  • View Upcoming: See all your scheduled appointments with date, time, provider, and type
  • View Past: Review your appointment history
  • Cancel: Cancel a scheduled appointment (select the appointment and confirm cancellation)

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Forms

Complete intake forms, consent documents, and questionnaires assigned to you by your care team. Submitted forms are sent directly to your provider’s office.

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My Info (Demographics)

  • View your current demographic information on file (name, address, phone, etc.)
  • Request an Update: If any information has changed, submit an update request. Your care team will review and apply the changes.

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Billing

  • View Balance: See your current outstanding balance
  • Payment History: Review past payments and their dates

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Messages

Securely communicate with your care team:
  • View Conversations: See all message threads
  • Send a Message: Reply to existing threads or start a new conversation
  • All messages are encrypted and HIPAA-compliant

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Security Settings

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Multi-Factor Authentication (MFA)

We strongly recommend enabling MFA for additional account security:
  1. Go to Security from the portal menu
  2. Click Enroll in MFA
  3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
  4. Enter the 6-digit verification code to confirm enrollment
  5. Save your backup codes — these are shown only once and can be used if you lose access to your authenticator

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Signing Out

Click Sign Out from the menu to securely end your session.

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Proxy / Authorized Representative Access

If you are an authorized representative (parent, legal guardian, or healthcare decision maker) for another patient, you may see their information in the portal. Your access is:
  • Granted by the care team (not self-service)
  • Time-limited — proxy access has an expiration date
  • Scoped — you can only see the linked patient’s data
Contact your care team to request or modify proxy access.

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Need Help?

  • Technical Issues: Contact your organization’s front desk
  • Medical Questions: Use the Messages feature to reach your care team
  • Account Access: If locked out, contact your care team for assistance