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Assigning Students their patient caseload

8/21/2020

 
From Admin Panel
1. Find the student therapist you would like assign a caseload to. 
2. Click the blue "Edit" button to the right of the students name. 
3. Scroll down to the "Permitted Patients" section 
4. Use the check boxes to the right to select which patients you would like that user to have access to. 
5. Click the green "Update User" button to finalize your changes. 

From Client List
1. Find the client you would like to assign to a student. 
2. Click next to that clients name. 
3. Click the blue "Edit Info" button from the menu to the right. 
4. Scroll down to the "Therapist" section
5. Use the check boxes to the right to select which therapists have access to that client. 
6. Click the green "Save Patient" button to finalize your changes. 

Important things to note:
Only Clinical Administrators have access to the Admin Panel
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