The Clients Management page enables you to efficiently handle all aspects of client data. You can easily view, search, and perform various actions on your client list.
Client Portal
When you click on a client, you will be taken to the client portal, where you can access all of the client's notes and view a summary of their last visit. This gives you valuable context for preparing for the next session.
FAQ
How do I assign an old note to a client?
Simply go to the note and click '...' -> 'connect to patient'
How do I change a client/patient's name?
You can edit a client’s name and pronouns from the Overview tab in their profile, under Pronoun and Name.
How do I delete a client/patient?
To delete a client, open their profile, click the menu (⋯) in the top-right corner, and select Delete Patient.
Note - this feature is currently available on the web version only.
Is there an import process for creating new patients?
Yes. In the Patients tab (open here), click the three-dot menu and select Upload Patient CSV to import a list of new patients.