Add New Client/Patient

Adding a new client/patient in our 2.0 system is an easy process! Watch our 1-minute video tutorial or keep scrolling to view a few detailed steps when adding a new client.


Add a New Client

  • Click the button (located at top right)
  • Select Client from the drop-down options (if more than one provider is listed, select which provider the client will see)
  • Enter detailed client information
  • Click Save OR Schedule Appointment
    • By clicking Save, the provider is directed to complete the clients demographic page. Selecting Schedule Appointment offers the providers availability view.