Please follow the instructions below for creating client profiles in Theralytics.
Navigate to Manage Clients, then select Add Client in the menu on the left.
On the Demographics Info tab, you will need to make sure you fill out at least all sections with a red asterisk. This section contains basic information that will auto populate for this client elsewhere in the system once it is filled out.
In the Guardian/Guarantor tab, you have the option of specifying who the guardian and/or guarantor for this client is. If the insurance is filed for the client, then leave this section blank.
In the Address tab, you can enter in the home address for the client, along with any additional address you would like to track in the system. For example, you can add a Telehealth address for scheduling if needed. You will be able to select these addresses when scheduling appointments for this client.
Additional addresses can be added by selecting the green plus icon.
Addresses are populated using an integration with Google Maps. If you are entering an address and you do not see the address in the dropdown menu for you to select, please reach out to support@theralytics.net and our team can assist.
In the Insurance tab, you can assign the payer for this client. Each client can have more than one primary or secondary insurance.
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