Client Profile Menu
Once clicking on Client Profile, menu sections are quickly accessed by clicking an option from the right-hand quick pick. Menu sections relate to:
This section allows you to create client profile basics . Within includes name, gender, marital status, and employment details.
Contact information includes details such as client email addresses, phone numbers and emergency contacts.
The Settings section includes details such as the client time zone, reminders and activated therapists.
Client groups are lists of clients that have group therapy sessions together.
Saved Credit Cards
Payment cards on file for the client.
Client Portal Login
Credentials such as the client username and password and activating two-factor authentication details.