Adding an Important Note to the Client Chart

Staff members can add an important note to a client's chart from any tab within their chart.

This note will also be available within the client appointment modal for review before session.

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• Adding a Client

  Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...

• Adding a Collateral Client to an Appointment

  Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...

• Adding Metrics to a Client Chart

  Step 1: Navigate to the client’s Metrics tab within their chart. Then, select + Add Routine Outcome Measure. Step 2: Choose the ROM you would like to chart. Then, add the date of the ROM. The value will go in the last box. Step 3: Now, you can view ...

• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...

• Updating Client Status

  Navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.