The provider portal is your home base for managing and growing your practice on Fay. Whether you’re new to Fay or looking for a refresher, this guide will show you where everything lives and how to use the key tools available to you.

We recommend going through the guide from top to bottom the first time. After that, jump back to any section whenever you need a refresher.

The Dashboard is your homepage, giving you a quick view of your practice and easy access to the tools you’ll use most.

See your key practice metrics and how patients are moving through their care journey with you - from discovering your profile to continuing care over time. Select any metric to learn more and see opportunities to improve your metrics.

Profile visibility boosters are optional and give you more ways to increase your visibility on Fay and connect with new patients.

You can:

You can turn either booster on or off at any time and use them separately or together.

Get a quick view of your earnings, including payouts you’ve received and earnings that are pending or scheduled. You can also track your monthly billable hours and progress toward a full-time practice bonus.

See your upcoming appointments for the day at a glance. Select an appointment to view its details, join the session, or make changes.

Your personal booking link makes it easy to bring your own patients to Fay. You can copy your link or share it directly via text, then add it anywhere you promote your practice. You earn $25/hr more for patients you source.

View written reviews from your patients. Reviews appear on your Fay profile and can help prospective patients feel confident booking with you.

Select the Fay support icon in the bottom-right corner whenever you need help. Our AI assistant can answer most questions immediately and connect you with a Provider Support Specialist when needed.

The Insights tab is your central hub for understanding and growing your practice.

Here, you can see how patients are progressing through their care journey and dive deeper into the key practice metrics featured on your Dashboard.

For each metric, you’ll find what it measures, why it matters, and opportunities to improve, making it easy to identify where to focus as you grow your practice and any areas where patients may have dropped off.

The Calendar is where you manage your availability and appointments on Fay. From here, you can control when patients can book with you, join appointments, and complete your chart notes.

Select set availability to add or update your recurring availability for virtual and in-person appointments. Any open availability on your Fay Calendar can be booked by patients, so keep it accurate and up to date. Make sure you have multiple 90-minute slots available, since initial appointments are shown as 90-minute time slots!

All of your scheduled appointments appear directly on your Calendar. Select an appointment to see everything you need for that session in one place.

See who you’re meeting with and quickly access their patient profile.

Review the appointment details. From here, you can join the appointment, edit or delete the appointment, or update its status if it was canceled or a no-show/last-minute cancellation.

Access your chart note to document each session and complete the required documentation for reimbursement. You can also turn on the chart note scribe to help streamline the charting process.

Select an open time on your Calendar to schedule an appointment with an existing patient or block time when you’re unavailable.

When scheduling, you can choose the patient, appointment length and type, and appointment cadence. When you block time, that period will no longer be available for patients to book.

💡 Tip: Connect your Google Calendar under Settings → Account & integrations to help prevent double bookings.

The Patients tab brings everything you need to know about your patients together in one place.

See your full patient list, search for a specific patient, and quickly view details like their next appointment.

Inactive patients, including those who have deleted their Fay account or switched providers, will appear at the bottom of your list. For patients without an upcoming appointment, you can send a nudge to encourage them to book their next session!

Select a patient to see their contact and demographic information, intake and release forms, and upcoming and past appointments. You can also open previous appointments to reference past chart notes.

Within each patient profile, you’ll find a few additional tools:

Get a quick summary of important information about your patient, including personal details, recent conversations, and lifestyle factors.

Track patient health information over time, including historical weight from your chart notes and eligible patient-recorded entries. You can also review lab work patients have shared with you.

See the goals your patient is working toward, including SMART goals you’ve set through their chart notes and goal activity from the Fay app.

Fay Chat is a secure, HIPAA-compliant way to stay connected with your patients between appointments.

From Chat, you can:

Send and receive secure messages, search past conversations, filter for unread messages, and mark messages as unread to return to later.

Securely share files and photos and review labs and journal entries your patients send to you.

Use the Research Assistant at the top of Chat to quickly search trusted nutrition research and find information to support your patient care.

The Payouts tab is where you can track your earnings and manage your payout information. Fay pays you monthly, between the 15th and 20th, for appointments completed during the previous month.

See a breakdown of your monthly earnings. Your earnings update after you complete and sign an eligible chart note, so you can see what you’ll earn for each appointment.

See a record of payouts deposited into your bank account.

Review or update the bank account and personal information associated with your payouts.

Find tax forms and other payout-related documents once they’re available.

Select view rate table in the upper-right corner to review your rates.

The Meal Planner helps you quickly create a one-day meal plan for a patient.

Enter a few details, including the type of meal plan, calorie target, and relevant lifestyle information, then generate a plan you can review and edit before sharing with your patient.

Settings is where you manage your account, patient-facing profile, integrations, communications, and credentials.

Update your photo, preferred name, bio, specialties, approach to nutrition therapy, modalities, appointment formats, and other information prospective patients see on your Fay profile.

Review your time zone, connect your Google Calendar, and manage other account settings.

Create automatic welcome messages for new patients and custom nudge messages for patients who don’t have another appointment scheduled.

Review and maintain important professional information, including your CDR registration and professional liability insurance.

Outside of the provider portal, we have several additional resources to support your practice, patient care, and professional development.

Find answers to common questions and step-by-step guidance for using Fay.

Access tutorials and courses on everything from how to use Fay to strategies for optimizing your practice for new client referrals.

Patient handouts gives you access to a library of educational resources across a variety of specialties and topics that you can share with your patients.

The Fay Community is a place to connect with other Fay providers, ask questions, exchange ideas, and join live events. Many Community events are also eligible for free CPE credits! We also share important Fay updates here, including product changes, new opportunities, and other announcements, so make sure to join!