Client List - add new client

There are 3 ways to add a new client:

From Main Dashboard
1. Click “New Client” button in the upper right-hand corner of the dashboard

From Client List 
1. Click "View Client List"
2. Click blue "Add New Client" button in upper right-hand corner

From Schedule
1. Double click anywhere in the schedule
2. Click green "New Client" button 

Important things to note

• Phone and email is referring to the patient, not the physician.
• You can add multiple family members after you add the first person.
• Primary Therapist is the person who will be responsible for giving the “official signature” on the client’s documents.
• List of therapists with check boxes: select the therapists you want to have access to the client’s files and information.  
• If you need to submit insurance to a specific insurance provider from the list (and haven’t told Lana yet), email her with the insurance you will be utilizing from the drop-down list. She will register you within the clearing house.
• At the bottom of the new client screen, you are given the option to add files to a client’s information. (You can access the files you add in the Client List as well.) 

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