Adding A Client
From the calendar, use the “New Client” button to add your clients.
The minimum you need to enter to register a client is First Name, Last Name, DOB, Mobile Phone or Email and Legal Gender.
If you will be submitting insurance claims for this client, everything highlighted in green will be required.
After you have completed adding the information, push the Save and Complete Registration button to register the client.
Next, Click the Save button to complete Registration
You will now see the client listed under Individual/View Client
Related Articles
Client email - Please log in to pay for your session through your client portal.
'Send email for payment reminder' will automatically send the client an email that says "Please log in to pay for your session through your client portal" You can control this feature by going to the Calendar, clicking the button and then checking ...Blank fields on A1 page
Follow the steps below to correct the issue of blank fields on the A1 page: 1. Go to Insurance/View Clients 2. Click the Add New button at the bottom of the screen 3. Click the Client's name 4. Click OK to insert the record 5. Repeat steps until ...DoseSpot User Guide
DoseSpot user guide attached belowScheduling
Once you have registered your client, you will be able to add them to the calendar. To add the appointment, you will go to the day and time you would like to add the client and click on the corresponding appointment slot. In the pop-up scheduling ...DoseSpot FAQs
Frequently Asked Questions PDF attached below