Therapist Management Overview
Table of Contents
Group practice accounts allow you to manage multiple therapists under a single clinic. To view and edit therapists added to your clinic, go to Settings and then the Therapists view in the left-hand menu. By selecting the checkbox next to a therapist you are able to edit important information including their availability, grade, credentials, supervisor, and location.
Changing Activity Status
You can change the activity status of a therapist by simply selecting Set Inactive or Set Active in the upper right of the Therapist Settings menu.
Note that by default this view is filtered by Active therapists. You can modify the filter in the upper right-hand corner by selecting the inverted triangle icon.
Editing a Therapist
To edit a therapist, first, select the Edit button at the top of the screen once a therapist has been selected.
From here, you can edit information such as Contact Details, Credentials, Invoices and Receipts, Availability & Scheduling, Locations, among other information. Note that you will not be able to update a therapist's information without entering required information, indicated by an asterisk (*). When you are finished editing the therapist information, select the Update Therapist button in the bottom right of the panel.
For more information about therapist grades, see this article here.
For more information about setting up locations, see this article here.
For more information about assigning therapists to locations, see this article here.
Modifying Availability
To modify a therapist's availability, select the Availability button in the top right of the Therapist Settings menu.
From here you will be presented with the availability calendar where you can create a General schedule for a therapist's availability and a Specific times in which they are available.
To create a general schedule for a therapist simply select the timeframe on the weekly calendar by left-clicking on it with your mouse or touching the screen within that area with a touchscreen device. You can create larger blocks of available time by selecting and dragging down in the desired area.
To create specific time frames of availability first the select Specific button in the upper left of the availability menu. Then select the desired month in the upper right, and select the desired day from the calendar.
Next you can select the specific timeframe the therapist is available. You can also set this availability to reoccur by selecting the Recurrence drop down menu.
After you have made your selections, select Update at the bottom of the menu. You can also clear any selections for that day by selecting Clear Day.
After you have made your edits, make sure to select Save at the bottom of the availability calendar. You can also reset a therapist's availability by selecting Reset Specific Availability.
