After you have added a new client, there is a minimal amount of information about that Client that needs to be added for the client record to be considered "Complete." By default, the intake information that Sessions Health needs is necessary demographic information. (This may be different if you or your organization has set up custom intake forms. Creating custom intake forms is covered here.)
Click on the "Get Started" button on the client page to start entering this information.
A Modal should appear that will walk you through each section of the information we'll collect.
The first screen is to Confirm Information:
Below is a description of each field and why we are asking for it (Fields in Bold are required):
Once you click on Get Started, we'll walk you through the client intake flow.
If you have the Client Portal configured, the first step will be to grant your client access:
We'll talk about the Client Portal and its configuration in a later section.
Next is Demographics: