Virtual Receptionist Portal

VR Admin Portal

The internal portal Rally Point’s Virtual Receptionists use to manage client inquiries — answering common questions, capturing the right details, and routing each new request to the person who can help.

Where are you starting?

Click the section that matches your caller, or search for a specific topic below.

New Client / Inquiry

An inquiry from someone who hasn’t booked yet — cost, insurance, scheduling, and what happens first.

Onboarding Client

Intake session already booked — paperwork, billing setup, directions, and what to expect.

Existing / Past Client

Currently in therapy or coming back — scheduling changes, billing questions, therapist changes.

Emergencies

Someone in crisis or needing help right now.

Search All Topics

Issue

Office Directions or Office Access

Issue

Missing Zoom Link

Issue

Has Message for Therapist / Passing Along Info

Issue

Reschedule or Cancel Regular Session

Issue

Client Calling Admin Back

Issue

Client Updating Insurance

Issue

Updating Billing Information

Issue

Specific Account or Billing Question

Issue

SimplePractice Account / Portal Access

Issue

Internal Transfers (or Asking to Switch to New Therapist)

Issue

Family Additions/etc

Issue

Returning Clients

Issue

Therapist Not Present

Issue

Client Can’t Get Into the Building

Issue

Client Can’t Find the Office

Issue

Client Can’t Join Their Virtual Session / Missing Video Link

Issue

Client Is Running Late

Issue

Client Needs to Cancel Inside 24 Hours

Issue

Client Disputes a Late Cancellation or No-Show Fee

Issue

Client Says They Were Billed Incorrectly

Issue

Client Wants to Switch Therapists

Issue

Client Can’t Reach Their Therapist

Issue

Caller Is in Crisis

New Client (Inquiry)

Questions and issues from people reaching out for the first time. Entries categorised as New Client will live here.

0 entries

Onboarding Client

For clients who have already booked an intake session — paperwork, billing setup, directions, and what to expect.

11 entries

Issue

Office Directions or Office Access

Issue

Missing Zoom Link

Issue

Client Calling Admin Back

Issue

Client Updating Insurance

Issue

Therapist Not Present

Issue

Client Can’t Get Into the Building

Issue

Client Can’t Find the Office

Issue

Client Can’t Join Their Virtual Session / Missing Video Link

Issue

Client Is Running Late

Issue

Client Needs to Cancel Inside 24 Hours

Issue

Client Can’t Reach Their Therapist

Existing or Past Client

For people currently in therapy or returning — scheduling, billing, and therapist changes.

22 entries

Issue

Office Directions or Office Access

Issue

Missing Zoom Link

Issue

Has Message for Therapist / Passing Along Info

Issue

Reschedule or Cancel Regular Session

Issue

Client Calling Admin Back

Issue

Client Updating Insurance

Issue

Updating Billing Information

Issue

Specific Account or Billing Question

Issue

SimplePractice Account / Portal Access

Issue

Internal Transfers (or Asking to Switch to New Therapist)

Issue

Family Additions/etc

Issue

Returning Clients

Issue

Therapist Not Present

Issue

Client Can’t Get Into the Building

Issue

Client Can’t Find the Office

Issue

Client Can’t Join Their Virtual Session / Missing Video Link

Issue

Client Is Running Late

Issue

Client Needs to Cancel Inside 24 Hours

Issue

Client Disputes a Late Cancellation or No-Show Fee

Issue

Client Says They Were Billed Incorrectly

Issue

Client Wants to Switch Therapists

Issue

Client Can’t Reach Their Therapist

Emergencies

If someone is in immediate danger, call 911. Crisis and emergency guidance lives here.

1 entries

Issue

VR Admin Portal

Where are you starting?

New Client / Inquiry

Onboarding Client

Existing / Past Client

Emergencies

Search All Topics

Office Directions or Office Access

Missing Zoom Link

Has Message for Therapist / Passing Along Info

Reschedule or Cancel Regular Session

Client Calling Admin Back

Client Updating Insurance

Updating Billing Information

Specific Account or Billing Question

SimplePractice Account / Portal Access

Internal Transfers (or Asking to Switch to New Therapist)

Family Additions/etc

Returning Clients

Therapist Not Present

Client Can’t Get Into the Building

Client Can’t Find the Office

Client Can’t Join Their Virtual Session / Missing Video Link

Client Is Running Late

Client Needs to Cancel Inside 24 Hours

Client Disputes a Late Cancellation or No-Show Fee

Client Says They Were Billed Incorrectly

Client Wants to Switch Therapists

Client Can’t Reach Their Therapist

Caller Is in Crisis

New Client (Inquiry)

Onboarding Client

Office Directions or Office Access

Missing Zoom Link

Client Calling Admin Back

Client Updating Insurance

Therapist Not Present

Client Can’t Get Into the Building

Client Can’t Find the Office

Client Can’t Join Their Virtual Session / Missing Video Link

Client Is Running Late

Client Needs to Cancel Inside 24 Hours

Client Can’t Reach Their Therapist

Existing or Past Client

Office Directions or Office Access

Missing Zoom Link

Has Message for Therapist / Passing Along Info

Reschedule or Cancel Regular Session

Client Calling Admin Back

Client Updating Insurance

Updating Billing Information

Specific Account or Billing Question

SimplePractice Account / Portal Access

Internal Transfers (or Asking to Switch to New Therapist)

Family Additions/etc

Returning Clients

Therapist Not Present

Client Can’t Get Into the Building

Client Can’t Find the Office

Client Can’t Join Their Virtual Session / Missing Video Link

Client Is Running Late

Client Needs to Cancel Inside 24 Hours

Client Disputes a Late Cancellation or No-Show Fee

Client Says They Were Billed Incorrectly

Client Wants to Switch Therapists

Client Can’t Reach Their Therapist

Emergencies

Caller Is in Crisis

Take the Next Step on Your Mental Health Journey:

Take the Next Step on Your Mental Health Journey: