Follow step by step - How to Create & Manage your Clients
Creating a new client
To create a new client:
Navigate to the Sidebar
Click Create > Create client
On the Create Client flyout, select type of client you want to add.
- Fill in the necessary details, contact information.
- Choose the clinician you wish to assign the client to from the Primary clinician dropdown.
- Click on Continue
Select Intake forms from the intake forms menu to send to the client.
Click Create Client.
Note :
You can learn how to set up your intake packet in the documents guide
Viewing and Editing Client information
To view clients :
Navigate to the Clients tab on the sidebar
Click the Name (Client file) you wish to view.
It will open the client file.
Click info & settings button.
Note :
You can understand how to use the client file in the Managing clients and client profiles guide
- It will open the basic info flyout. - Under info tab you can update client name, contact, address, emergency contact details.
- Once you edit the information needed click Save. - Click the back arrow next to basic info to exit.
Adding Client payment details
Navigate to the Basic info flyout as you saw in the previous guide.
Switch to the payment tab.
- Click on Add Card button. - It will open the Add card flyout. - Fill in details as needed and click Add card to complete the setup.
- Click on Save button. - Click the back arrow next to basic info to exit.
