Clinicians

These pages are for providers: the clinicians in your practice who see clients, keep their records and run their sessions. A practice manager who also sees clients takes the provider role as well (see Practice settings), and these pages apply to them too.

• Availability and booking rules — publish the hours clients can book you in, and change them safely when sessions are already booked.
• Today on your dashboard — the Focus card: today's sessions and what needs following up.
• Client charts — a client's full record, onboarding status, email and superbills.
• Sessions and notes — mark a session complete, write and sign notes, code it for billing, record it and send a summary.
• Treatment plans and templates — plans for one client, and reusable note and plan templates.
• Your own profile — your personal persona, separate from the practice's.