Move a client to another therapist

A practice admin can ask a client to move to another therapist of the practice. The client decides: they are asked in the app, and the move only happens when they approve it. This applies to clients who use the app.

Ask a client to move to a colleague

1. In the portal menu, click Clients.
2. In the client’s row, click the icon with two arrows. Non-app clients do not have it.
3. In the window Transfer this client, choose the colleague under Choose a practitioner.
4. Click Send the request.

The window then says the client has been asked. Nothing changes until they approve.

Give an unassigned client a new therapist

When you remove a therapist from the practice, their clients are released to Unassigned clients. Their accounts, data and subscriptions are not changed.

1. In the portal menu, click Unassigned clients.
2. In the client’s row, click Assign.
3. In the window Assign a practitioner, choose the therapist under Choose a practitioner, then click Assign.

The client is asked in the app and by e-mail. The client’s row then shows that a request is waiting for their approval. To ask a different therapist instead, choose another practitioner and send a new request.

What happens next

• The client is asked in the app. They can approve, or choose Not now.
• When the client approves, the move completes by itself and you are e-mailed.
• If the client does not approve, the request stays open. You are not told about a decline.
• Whatever the client decides, their cards, thought tests and test results stay theirs.

Related

• Add a therapist to your practice
• Find a client and open their page