Related Articles
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, ...
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 ...
Creating New Clients
STEP 1: Click the icon in the top right-hand corner - OR - click on the + New Client button within the Clients tab. STEP 2: Enter applicable information into the pop-up window Select the appropriate professional from the dropdown First and Last Names ...
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 ...