Team and clients
By Jana and 1 other2 authors6 articles
- Messaging and announcementsHow to message practice members and clients from Practice HQ, who gets notified, and how to post announcements.
- Managing groupsHow to create, edit, change the lead of, archive and restore therapy groups for any provider from the Practice HQ Groups tab.
- Managing the waitlistHow to add prospects, assign them to providers, send documents, check eligibility and create them as clients.
- Care teams and client accessHow to add clinicians to a client's care team, change or end their access, and what supervisors see of a supervisee's clients.
- Adding and managing clientsHow to add, invite and edit clients, set up minors and couples, change a primary provider, and archive or restore clients.
- Adding and managing your teamHow to invite providers and admins, read provider statuses, change roles and locations, and cancel invitations or deactivate providers.