Client list - assign primary therapist

From New Client
1. Click the green "New Client" button in top right corner of dashboard
2. Fill in the client information
3. Next to Primary Therapist - select a primary therapist from the dropdown
4. Click "Save Patient"
​
From Blue Client List
1. Click "Blue Client List"
2. Click "Add New Client"
3. Fill in the client information
4. Scroll down to Primary Therapist - select a primary therapist from the dropdown
5. Click Save Patient 
or 
1. Click to expand the patient's information
2. Click "Edit Info"
3. Scroll down to Primary Therapist - select a new primary therapist from the dropdown
4. Click "Save Patient"

From Schedule
1. Click the "Schedule" Icon
2. Double click to create an appointment
3. Click "New Client"
4. Scroll down to Primary Therapist - select a primary therapist from the dropdown
5. Click "Save Patient"

Want a different therapist to supervise a note, form, or report who is not the primary therapist?

Return to Support Page