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Client Portal Guide: Adding a New Client (Enrolling Contact in Portal)
This feature is helpful when a minor or other client relies on a parent/guardian to assist in completing tasks. I.e., they do not have an email address or cannot access a computer on their own. If the client has an email and can access a computer, ...
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 ...
Telehealth Start - Finish
Navigate to Account Settings ➡️ Staff & Users ➡️ Professionals - select the name of the professional you want to enroll/unenroll in telehealth. Check the Enroll in Telehealth box. This will populate other telehealth-related boxes. Telehealth Display ...
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 ...