How to Add the Client’s Therapist from the Whiteboard

This will cover how to add the client’s therapist from the whiteboard. 

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

Video Walk-Through