This will cover how to add the client’s therapist from the whiteboard.
- Click the Search icon.
- Type ‘Whiteboard’ into the search bar.
- Click to select Whiteboard (My Office).
- This will bring up the Client Orders (Client) list page. Use the filters as needed.
- Scroll to the Therapist column, click Select.
- Click the drop-down menu and select the client’s therapist.
- Click Save & Close.
- Therapist will now display.
