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. They also show how to see which clients need a look in Caseload, find records across all your clients and hide the tools you do not use.
In this section
Section titled “In this section”- Find a client and open their page
- Set a client’s account type
- Add a client who does not use the app
- Merge a non-app client into their app account
- Delete a non-app client
- Move a client to another therapist
- See a client’s activity in the app
- Read messages from people who found you in the directory
- See which clients need a look
- Find records across all your clients
- Hide the tools you do not use