Only users with the title "Admin" can access the Admin Menu.



Listed below are the pages and tasks that can be accessed from the Admin Menu.


  1. Therapist Directory
    • Add therapists
    • Update therapist information and permissions
    • Assign clients to therapists
    • Change therapist status to inactive
    • Reinstate inactive therapists
  2. Client Directory
    • Add clients
    • Update client information
    • View client data and case notes
    • Change client status to inactive
    • Reinstate inactive clients
  3. Company Programs
    • Add company programs
    • Update company programs 
    • Change program status to inactive
    • Reinstate inactive programs
  4. Custom Session Notes
    • Create custom note field sets that can be added to individual clients
  5. Account Management
    • View account details
    • Update plan type
    • Increase or decrease client amount
    • Cancel services
  6. HIPAA BAA Addendum
    • Printable BAA for your records