Assigning Staff to a Client

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client to whom you want to assign staff.

3. Navigate to the Clinicians Tab

• Click on the Clinicians tab at the top of the client's page.

4. Select Staff Member and Role

• Complete these fields:

  • Select Staff Member: Choose the staff member

  • Enter Staff Role: Type or select the role (e.g., Therapist, Supervisor)

  • Assignment Date: Enter date in MM/DD/YYYY format

5. Assign the Staff

• Click the Assign Staff button.

6. View the Assigned Staff

• The staff member will appear in the Assigned Staff table with their role.