Adding and Managing Clients

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Short answer

Use Clients to add clients and manage client relationships.

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Add a client

Go to: Clinician Portal → Clients Select Add Client. The add-client workflow sends an email invitation to the client. You can also use Invite Client from Home.

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Client list

The Clients page shows:

• Client Name
• Clinician
• Payment Method
• Payment Type
• Connection Status

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Client filters

Use the client list filters to narrow clients by:

• Status
• Payment Type
• Clinician

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Client actions

From the client list, use row actions to:

• Pin Client
• Unpin Client
• Archive Client
• Unarchive Client
• Remove Client

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Client detail page

Open a client to view the client detail page: Clinician Portal → Clients → Client The client detail page includes:

• Overview
• Payment Methods
• Insurance
• Payments
• Claims

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Client detail actions

From the client detail page, you can:

• Edit Connection
• Edit Diagnoses
• Add Charge
• Archive Client
• Unarchive Client
• Remove Client

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Diagnosis information

Insurance claim workflows require diagnosis information. If a diagnosis is not available yet, wait to create a charge that generates a claim until the required diagnosis information is available.