Clients
- Automatic Supervisor Access to New Clients Assigned to Therapist
- AI Notes on TheraPlatform
- How to un-delete notes?
- How do I notify client of room name change?
- How to view discharged clients
- How to archive old clients
- Draft Notes
- How to Request Insurance Information From a Client
- How to add a client to a waiting list
- Can I add 2 emails under 1 client?
- How to add personalized message on the client portal?
- How to create sticky alert for a client?
- How to fax notes?
- How to send fax from attachments
- How to add family and couple accounts (how to merge client accounts)
- Grouping Clients
- How to Request Signature on Treatment Plan, Progress Notes and Discharge Notes From Your Clients
- Messaging (How to use messenger and send messages and attachments to your clients)
- How to Edit Scores (Accuracy) of Short Term Goals
- Re-Activate Assessment and Treatment Plan
- How to Add, Edit and Delete Goals on Your Assessment and Treatment Plan (How to add and update goals on evaluation)
- How to Share Therapy Notes with Your Clients
- How to Restore a Client
- How Clients Can Join a Session
- How to Add Siblings Who Are Clients Family or Couple
- Mark Your Client With Don't Email
- How to Add a Client
- Client Login Information
- How to Edit Clients Information
- How to Edit Clients Demographic Information