Adding a new client - user guides for professionals

You can invite a new client for a care plan by following the steps described here. If you want you can add treatments or questionnaires to the care plan straightaway, but you can also leave the care plan empty at first.

Client data

Fields with a *star* are required. You can enter the date of birth manually with  "/ " between the numbers or you can select a date as is shown in this example:

Add to a care plan

Here you can select treatments and questionnaires. By checking the boxes for children/youth/adults you can easily find treatments for these specific groups.

If you do not select a date the questionnaire(s) will be sent out immediately. If a questionnaire has to be sent out at a later date you can click on the three dots next to the name of the questionnaire in the column on the right-hand side of the page. Click on edit and select a date in the future, then click on done.

Finalize

Do you want to add a goal to the care plan? It encourages the client to work better. This goal is visible for you both. Check if you have filled in every field in the form, if that is the case all three steps will have a checkmark. If you've missed something that step will still show a number. When you are done, click on Send invitation.

User Guides for Professionals

Would you like more information about working with our platform? Check out our other user guides here: User Guides for Professionals

Can't find the answer to your question?

Click on the blue Support button to contact us or send us an email via info@therapieland.nl of info@gezondeboel.nl
You can also reach us by phone, from Monday to Friday between 9.00 and 17.00h via 020-7712848 for Therapieland or via 020-8545108 for Gezondeboel.

Modified on:Wed, 21 Sep, 2022 at 12:45 PM

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