Inviting Additional Users
INVITING ADDITIONAL STAFF/USERS TO YOUR ACCOUNT
STEP 1: Navigate to the “Staff & Users” tab within the Account Settings section.
STEP 2: Select the appropriate tab for the type of staff member you’d like to add to your account.
STEP 4: Invite a user to create their staff profile.
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Granting Additional Providers Access
To grant additional providers access to a client chart, navigate to the client’s chart ➡️ select the Professionals tab on the left ➡️check off any additional professionals' names.
Onboarding Worksheet
Please complete the attached onboarding worksheet prior to meeting with one of our onboarding specialists. If you would like to bulk-upload clients, please see the following Client Import Template for further instructions: Client Import Template
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 ...
User Settings Within Staff & Users
First, choose the type of user: Standard User limited access (select additional professionals this user has access to) Basic Administrator have access to all data, but cannot make changes to account level settings. Full Administration have access to ...
Bulk-Inviting Clients to Portal
You can easily invite all of your clients to the client portal at any time through our Import Center. The system will run a report on all clients with email addresses entered who have yet to be invited to the portal, so you can use this feature ...