To add someone to your Practice, all you need is their name and email address. After they receive the invite, they'll accept by clicking the included link and filling out the required information.
Related Article: Add a Client already using thera-LINK
Add Profile
- Click People in left menu.
- Click Add Profile button.
- Enter Client Name and Email.
- Select appropriate Client as Role.
- Send Invitation - This sends an email invite to the Client to create their account.
IMPORTANT: If this is an In-Office Client only, be sure to toggle Send Invitation OFF.
- Click Save.
- Client should check the email entered on invite and accept the invite to create their account.