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How do I add a new client? - Knowledgebase / Managing Clients - Therapy Help Desk

How do I add a new client?

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  1. Go to “My Practice” and click on “Clients” from the drop-down menu options.


  2. Click on “Add Client”.


  3. Fill out client’s information such as - First Name, Last Name, Email, Phone Number, and Birth Date. 
  4. Click on “Submit”.


  5. 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:

  1. You will find a section called “Summaries” located at the bottom of your Dashboard page. 
  2. Here you can select the “Add Client” option and add them to your caseload by inputting their information.

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