Assigning Therapists to Clients in a Group Practice

When managing a group practice, clinicians must be assigned to clients. If a clinician is not designated as either the primary or alternate therapist, they will not appear as an available practitioner when scheduling appointments for that client.

To assign therapists to a client in a group practice setting, first navigate to Clients, then select the desired client and select View.

Next, under Contacts & Clinical, select the Clinical Details tab and the select Edit in the bottom right.

Under Primary Therapist, select a Therapist from the drop down menu below.  This therapist will be the default therapist assigned to the client throughout the EHR and the Client Portal.

To assign additional therapists to the client, select the Add Other Therapist button under Other Therapists and then add the Therapist by selecting one from the dropdown menu.  You can delete a therapist by selecting the trashcan icon.  You can add a Supervisor by selecting the chevron to the right of the therapist.  Select Save in the bottom right to finish.