How to Add a Client in MyTherapyWizard

Add a Client

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Adding a client is the first step for everything else in MyTherapyWizard: scheduling, guided evaluations, questionnaires, plans of care, session notes and reports. You can add a real client, or a test client to practice with.

Steps

  1. Go to Clinical > Clients.
  2. Click the + button at the top of the client list.
  3. Enter the client details, such as name, date of birth and setting (for example school and grade, or clinic).
  4. Save. The client's Therapy Record opens, where you can add contacts, insurance, providers and consents, and assign therapists.

Have a whole caseload to add? Use Add clients in bulk (CSV upload) instead.

See other articles in Managing Clients here.