Managing all your clients and their data is simple with Therasee. Follow these steps to add a new client to your practice.
Steps to Add a Client:
1. Navigate to the Clients Tab: Go to the Clients tab in the sidebar.
2. Click "Add Client": Click the "Add client" button and select "Add client manually" from the dropdown.
3. Enter Client Information: Enter the client's information in pop-up window.
4. Register the Client: Click "Register" to save the client's details.
Additional Options:
- Invite Client to Your Portal: If "Invite client to your portal" is checked, this will automatically send an invitation to the client, providing them with access to your branded client portal on Therasee.
- Address and Emergency Contact: You can also add "Address" and "Emergency contact" details from the tabs at the top. These fields are optional at the point of adding a client and can be easily added later within the client profile section.
Here's what the invitation to the client will look like:
By following these steps, you can easily add clients to your Therasee platform, ensuring all their information is securely managed and accessible.