Client Management
- How can I walk through a resource with my client in-session?
- How can I invite a new client?
- How does the Clients page work?
- Can I reassign a resource to a client?
- Can I rearrange the order of resources in a client’s profile page?
- How do I manage my client’s profile page?
- What do the icons mean on the resource cards?
- What do the different statuses mean on each resource?
- What are active and past resources?
- Can I add or modify a target date after I’ve assigned a resource?
- What do I do if my client hasn’t received their invite via email?
- Does TherapyAssist integrate with my EHR?