Once a client account is created, they must be assigned to a user in order for their profile to be visible, including the person who created the client. Client information is not immediately visible in keeping with our HIPAA compliance standard and prevents sensitive client information from being accessed or altered without the authorization of an administrator.
To assign a client to a user:
- In the "Center" section of the main menu, select "User List"
- Locate the user in the list and click on the action button ("...") in the Actions column on the right side of the screen
- Select "Assign Clients"
- Select the appropriate client or clients from among the list of clients that have been created in your center
- Once you have assigned all the clients you would like, click "Store Selection" at the top of the screen. All done! The client will now be visible in the user's "My Clients" area.
Duplicate clients can be removed from your account by editing the information page of the client you wish to remove and selecting "Archive" at the top of the screen; confirm the archive action in the pop-up window, and the duplicate account will be removed from your center completely. Archived clients are not included in your monthly billing totals. A video tutorial for archiving a client can be found below.
Tutorial video: Assigning a Client
Tutorial Video: Archiving a Client