How do I assign a patient to a therapist?

  1. When logged in to their staff account, a therapist can invite a client or patient.
  2. By inviting a client, that client is automatically assigned to the therapist. 
  3. If you need to change the therapist the client is assigned to, take the following steps:
    1. In the MY CLINIC section, find the patient.  To find the patient faster, you can use the search function with 'ctrl-F'.
    2. On the far right of the line is four icons.  The third icon is three dots and lines, which is used to assign exercises.  Click the icon. 
    3. At the top of the pop-up screen is a section titled 'Assigned to'.  Select the therapist you wish the client to be assigned to.
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