- Go to “My Practice” and click on “Clients” from the drop-down menu options.
- Click on “Add Client”.
- Fill out client’s information such as - First Name, Last Name, Email, Phone Number, and Birth Date.
- Click on “Submit”.
- You have successfully created a client to your caseload. You can now give the access code to your client and ask them to create a Therapy Live account. Open the client that you have created and click on "Here".
You can also add a new client by accessing your Dashboard:
- You will find a section called “Summaries” located at the bottom of your Dashboard page.
- Here you can select the “Add Client” option and add them to your caseload by inputting their information.