A client record is the home for everything about that person — contact details, appointments, notes, documents, and billing.
Create the record
- 1Go to Clients → Add client.
- 2Enter their name, email, and phone number.
- 3Assign the clinician they'll be working with (in group practices).
- 4Choose whether to send a portal invite now or later.
Good details to add early
- Date of birth and address — needed for superbills and claims.
- Emergency contact for your safety planning.
- Preferred name and pronouns so everything addresses them correctly.
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