The Colleagues section is intended to be used for other professionals you may collaborate with in the care of one or more Clients. It could also be used to add Supervisees so that you can keep your Clients and other professionals separate.
With Colleagues, you can still hold sessions just as you would with Clients. The main difference is that a Colleague is sent a direct link to join your waiting room.
The Colleagues section is also sometimes used for treatment centers who refer to other professionals and would like to hold face-to-face handoff sessions, which are typically held over the phone today.
There is no limit to the number of Colleagues you can add, so invite as many as you like.
Add a Colleague
- Click People in left menu.
- Click Add Profile button.
- Enter Staff Name and Email.
- Select Colleague for the Staff Role.
- Send Invitation (optional) - this sends an system email invite to the Staff member.
- Click Save.