How to Enter you Clients Demographic Information

TheraPlatform offers flexibility when it comes to your clients' demographic information. You, your clinicians, and/or staff can enter clients' demographic information under the client chart or you can request demographic information from the client so the client can do it on his/her own via our secure client portal, saving you time.

If you're interested in learning how you can request demographic information from the client, refer to this article.

Here are directions on how you can enter demographic information yourself:

Step 1: Click on Clients.

Step 2: Find your client and click the eye view next to your client's name or start entering the name of the client under the top client search bar > select the name and this will also open the chart.

Step 3: Under Client's Details > Details, click on Edit.

Step 4: Enter all demographic information and click on Save Changes.

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