How to Assign and Unassign Clients to Therapists

This guide provides step-by-step instructions on how to assign and unassign clients to therapists. It explains how to access the system from an administration account, select the therapist, go to the clients tab, and assign a new client. It also guides you on how to unassign clients by accessing the therapist's profile, selecting the client, and removing them.

1. How to Assign Clients to Therapists

1. To assign clients to therapists, you must access the system from an administration account. 

1.1. Go to the Assistants (for RBTs) or Analysts (for BCaBAs and BCBAs) view

2. You need to go to the "Assistants" or "Analysts" view, depending on the certification of the therapist you are assigning the client to. In the image, you can see an example.

1.2. Select the therapist

3. Go to the search option located at the top right. To do the search you can use the name, surname, email address, telephone number or "Provider ID" of the therapist, as you can see in the image. Once any of these data have been inserted, the desired therapist will appear in the list, indicated in the example of the image with a blue arrow.

1.3. Go to the Clients tab

4. Once in the therapist's profile, you will see a window with all the information about the therapist. Go to the "Clients" tab located at the top of the window, as you can see in the image, and a list of clients that have already been assigned to that therapist will appear.

1.4. Assign a new client

5. Press the "+" button to assign a new client to the therapist.

1.5. Select the client

6. It will open a small window with all the clients in the program. Here you will have the search option to locate your client, where you can enter their first name, last name or "medicaid number"

7. If you want to see all the clients of the system, you just have to uncheck the "Show clients with no assistant" checkbox:

1.6. Add the client

8. Once your client is located, press the "+" button that appears on the right side, as you can see in the following image:

9. A small box will appear confirming the operation of assigning a new client, press the "confirm" button.

10. We will inform you that your client has been correctly assigned, as shown in the image with a red arrow, and you will be able to see the client within the therapist's list.

2. How to Unassign Clients to Therapists

2.1. Accessing and Selecting Therapists in the Assistants (for RBTs) or Analysts (for BCaBAs and BCBAs) View

11. To perform this action, navigate to either the "Assistants" or "Analysts" view, based on the certification of the therapist from whom you wish to unassign the client. From there, select the respective therapist and proceed to the Clients tab.

2.2. Choose a Client: Accessing Clients within the Therapist's Profile

12. Select the client and click on the three dots on the right-hand side.

2.3. Removing a Client

13. Click on the option "Remove".

14. Click "Confirm"

15. You will receive a message indicating that the client has been successfully unassigned.