Working with your clients

The Clients list is where a therapist finds their clients (a practice admin sees every client of the practice), opens a client’s page and manages the client’s account. Each client decides in the app what a therapist may see, and the list shows it.

The pages in this section show how to find a client and open their page, set a client’s account type, add a client who does not use the app, merge or delete such a client, move a client to another therapist, see a client’s activity and read messages from the directory.