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Add In-Office Clients

  • August 13, 2025
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Ensora Education Team
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In addition to telehealth sessions, you can use the system to schedule in-office Appointments. Doing so allows you to keep ALL your Appointments in one central place. You have 2 options when scheduling in-office Appointments: 

  1. Scheduling Only- This option is simply for scheduling and record keeping  purposes. You will be able to schedule Appointments and will receive reminders before the Appointments. Clients though, will NOT be sent an invitation nor be able to login to the system.
     
  2. Scheduling PLUS - This option allows you to not only schedule Appointments with the Client, but also accept payments, share documents and send/receive Secure Messages. Clients will be sent and invitation to the system and be able to login, although they will not do telehealth sessions.

There is no additional cost for either of these options.

 

Add Scheduling Only In-Office Client

 

  1. Click People in left menu.
  2. Click Add Profile button. 
  3. Type their name, and email.
  4. Select role (Client) and Provider.
  5. Toggle Send Invitation to OFF.
  6. Click Save.

 

This Client will display in your Client list with an "In Office" tag in the upper right corner.

The Client will not receive an invitation. 

2021-10-26_16-38-23.png

 

Add Schedule PLUS In-Office Client

 

  1. Click People in left menu.
  2. Click Add Profile button. 
  3. Type their name, and email.
  4. Select role (Client) and Provider.
  5. Ensure the Send Invitation is toggled to ON.
  6. Click Save.

After the Client Accepts the invitation and creates an account, you can schedule In Office Appointments for them.

  • The Client will receive email notifications and reminders stating their Appointment is "In-Office".

Additional Article:

2021-10-26_16-38-23.png

 

 

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