Clients Accounts
Steps for adding clients, editing profiles, and configuring client-specific settings.
- How to add a client's address
- How to add a HealthCare Provider to a Client
- How to add a new client
- How to add a new diagnosis
- How to add approvals
- How to add provisional approvals
- How to add Scheduling Restrictions to block specific dates for Clients
- How to add the number to a provisional approval
- How to deactivate a client
- How to manage client-therapist assignments
- How to set a client address as primary
- How to set a client diagnosis as primary
- How to set a healthcare provider as primary for a Client