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Client Profiles Have Arrived!

Client Profiles have Arrived!

Client profile pages are now available by clicking on a specific client in your client list! This is a great enhancement to thera-LINK and allows you to have one view into all of the things you do in thera-LINK with a particular client. You can also specify a default payment amount, which is quite handy if you charge different amounts for sliding scale or a client might be grandfathered in to your old pricing!

Within the client profile page, you can now also view past appointment date/times (handy for end of year insurance statement purposes), past sessions including actual start and completion times, payments you’ve received from that particular client, and any documents you have received or shared with the client.

This release is a foundation release that we will be building on in the upcoming months as we launch some brand new features that we can’t wait to tell you about!