Add New Client/Patient

To add a new client from the Dashboard:

  1. Click the button on the top right New+.
  2. Select [Client] from the drop down. (If you have more than one provider, you will be asked which provider the client will be seeing.)
  3. Enter the client's info and click [Save] or [Schedule Appointment].

If you click [Save], you will be directed to complete clients demographic page.
If you click [Schedule Appointment], you will now see the providers availability.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us