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
Bulk-Inviting Clients to Portal
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Comprehensive Onboarding Packet
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Importing Clients from CSV File
If you don't have an EHR or if your EHR does not provide the information in one of our accepted formats, you can utilize our Self-Import tool. STEP 1: Navigate to the Import Center within Account Settings and click import STEP 2: Click on the ...