Wellness & Balance training
Get the most from your care
Short, step-by-step lessons on using the patient portal and getting ready for every visit. Questions? Call us at 757-469-1452.
For patients
1. Signing in
- Open the invite email from Wellness & Balance and tap the sign-in button, or go to Patient sign in at the bottom of any page.
- Your email address is your username. Choose a password the first time, or use the PIN the clinic gave you.
- Forgot your password? Use “Forgot password” on the sign-in page and we will email you a reset link.
2. Weekly weigh-in
- Weigh yourself once a week, same day and time, before breakfast.
- Open the Weight tab and enter the number. You can pick an earlier date if you forgot to log it.
- Your progress chart updates straight away and your care team sees it too.
3. Logging food
- Open the food log and search for what you ate, or scan the barcode on the package.
- Calories and protein fill in automatically. Add water and drinks the same way.
- Aim to log at least 5 days each week. You can go back up to 60 days to catch up.
4. Weekly journal
- Once a week, write a few lines: how you felt, a win, and what was hard.
- Use “Which week are you writing about?” to fill in a week you missed.
- There are no wrong answers. Your journal helps your provider tailor your plan.
5. Before your visit
- A red “Please finish this before your visit” card means something is missing for your visit week.
- Tap “Do it now” next to each item. The card turns green when you are fully up to date.
- If something is stopping you, message your care team. We would rather hear from you than see a blank week.
6. Messaging your care team
- Use Messages in the portal for questions about your plan, food or medication.
- Messages are not for emergencies. Call 911, or call or text 988 in a crisis.
For the care team
Caught up today
Check each morning. Red rows are members missing a journal, weigh-in or food days for their visit week. Use “Flag these for the care team now” and follow up by phone.
Missing entries calendar
Shows every booked visit for the next five weeks. Red dates have at least one member who is behind.
Edit member entries
Record a journal, weigh-in or food log for a member who calls it in or brings it to the visit. Every change is saved with your name.
First login plan
Members who have never signed in. Send a sign-in invite, then call if they still haven't logged in after two days.
Privacy
Never share patient details by text or personal email. Only discuss care with the member or people they've authorized. Support staff do not give medical advice — pass clinical questions to a provider.