How to Complete a Document in the Portal

  1. 1. Log-in to the CARE Counseling Patient Portal webpage: https://carecounseling.portal.opusehr.app/welcome

  2. 2. Go to the "Home Screen" or "My Dashboard" and look under "My Pending Documents"

    This is the "home screen" you will be in when you first open the portal

    The My Pending Documents screen shows any documents you need to compelte.

    Go to the "Home Screen" or "My Dashboard" and look under "My Pending Documents"

  3. 3. Click on Start

    Find the document you want to complete and click start

    Click on Start

  4. 4. Review the Form

    Review the information, complete any questions the form asks, and scroll to the bottom.

    Review the Form

  5. 5. Click on Click to Sign

    Once you have finished reviewing/completing the form, make sure to sign it (when applicable)

    Click on Click to Sign

  6. 6. Complete your signature

    Complete your signature

  7. 7. Write your Name

    Write your Name

  8. 8. Click on Ok

    Click on Ok

  9. 9. If you are a Parent, Legal Guardian, or Personal Representative, enter your relationship to the client

    If you are the client, you can leave that blank

    If you are a Parent, Legal Guardian, or Personal Representative, enter your relationship to the client

  10. 10. Click on Complete and Submit

    If there is no signature box, you can simply click Complete and Submit

    Click on Complete and Submit

  11. 11. Click on OK

    Click on OK