If you are coming from another EHR Software and need to bring over your client demographics you can use this spreadsheet to Import your client data. You can email the Client demographics to support@therasoft.zohodesk.com.
To Mark as InActive: Go to Individual and then select View Clients. Select the client name to open the registration page. Mark the InActive option and then click the Save button in the middle of the screen. When you get the pop up select Inactive. To ...
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 ...
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 ...
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 ...
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 ...