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Adding a new client

How to create a client profile

Aviva Glassman avatar
Written by Aviva Glassman
Updated over 2 weeks ago

Make sure you obtain client consent before holding sessions.

  1. Go to Clients in the menu.

  2. Click Add client.

  3. Choose if your client is an individual or couple.

  4. Optionally, select modalities, and specify a diagnosis.

  5. Fill in the client’s details, and click Add new client.

You'll be taken to the client's profile page.

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