How to Add a Client

To add a new client to your caseload on TheraPlatform, follow these steps:

Step 1: Click on Clients.

Step 2: Click on Add to add a new client.

Step 3: Enter your client's name and email address. If this is an individual client, do not toggle on the "Organization" option.

Step 4: Select the time zone for your client.

Step 5: If your clients does not have an email address or if you don't wish your client have access to the client portal or email communication, you can mark in purple "Disable email and client portal" and this way you will be able to add a client without an email address.

Note: Email address is a must if you plan seeing your client via Telehealth.

Step 6: Click on the purple button Next Step.

Step 7: If you sat up your consent and intake forms under Settings > Forms, they will display for you under the Consent Forms and Intake Form fields. (You can select as many as you want and our system will send them to your client via the client portal). If you do not wish to send any forms at this time, click on the "x" symbol to clear all forms.

Step 8:  You can require billing information (so your client can enter credit card numbers via the client portal) and demographic forms by toggling them on as well.

Step 9: If you want to request demographic and insurance information from your client toggle on (mark in purple) these options. When this is toggled on, the client will need to manually enter this information.

Note: You can save your clients and yourself time with our AI data extraction feature (This is optional).

This feature allows clients to simply upload their driver's license and insurance card and our system will extract data from the cards and save it in the chart, without the client entering all of the information manually.  (There is an additional fee for this function).

To use this AI extract feature:

• Toggle (mark in purple) require driving license if you want the system to automatically extract information from the driver's license uploaded by the client.
• Toggle (mark in purple) require insurance card if you want the system to automatically extract information from the insurance card uploaded by the client.

Note: You ca still have your clients upload both insurance card and driver's license without additional fee via client portal. Clients can log in to the client portal, click on Attachments and upload the cards. The cards will be than saved under the chart, but either you or the client will still have to manually fill out demographic and insurance forms.

Step 10: If this client has an email address but does not wish to be emailed, toggle on "Do not Email". If you toggle on "Do not Email", this client will not receive any emails (e.g. reminders, emails about billing, etc.).

Step 11: If this client does not wish to receive any text reminders, toggle on "Do not Text" (mark in blue).

Step 12: Click on Save Changes.

Note: If you marked "Do not Email" or "Do not Text" but need to change this later on for the client, you can find your client on the client list, click on the green Edit button, and toggle off these options and save the changes. You can also do the same from the client's chart by clicking the blue Edit Account button.

Important: After you add your client, your client will receive a welcome email from TheraPlatform asking them to reset their password.

If the client is a school or organization, please follow the steps in this article: How to Add a Client to an Organization