1. Select Individual/View Clients 2. Click on the client's name to open their Client Registration page 3. Select the Identification tab 4. Select the Upload button 5. Select Choose File 6. Browse to the saved file on your computer 7. Highlight it and ...
Are you interested in getting feedback from your clients? Here are the steps needed to add this feature Go to the setup tab inside of Therasoft, click the Feedback tab, You are able to insert up to 5 questions (your choice) and your clients will be ...
Do you need to start adding your clients? Or do you just want to enter a couple of test clients to play with? Here's how! To send the pre-registration link to a client: 1. Go to the Individual menu tab and select New Client 2. Select the yellow ...
Make sure to go to your calendar and click the Client portal setting first before completing these steps. This will give you the choice of what you want your clients to see while they are inside the Portal. 1. Go to the Ind tab, go to the new ...
After pushing save and register you will be taken to the client’s registration page. On this page, you will enter any additional information you may have on the client (nick name, marital status, ethnicity, referral source, sliding scale fees if ...