Quick Add Client

Sometimes, when  you are scheduling, you may need to add a session quickly for a new client.  Prior to this update,  you would have to first add the client in your client list, and then enter a therapy session.  This two-step process has now been eliminated. We at Therabill are calling it the Quick Client Add.

This new feature will allow you to quickly add a new client directly from the add to schedule form (add session form).  All that is required is a first name and last name.  

How it works

The quick client add works directly from the client select box on the enter new session form (see image to the right).  Normally, you would start typing in the client name.  As you type, a list of your clients whose names match what you are typing appears in a drop down menu.  You would then choose the client from that list.  The Quick Client Add allows you to type a first name and last name of a new client into the text box.  When you type a new client name (a name that doesn't match a current client) into the text box and then hit tab or click anywhere else on the screen, then Therabill will present you with the dialog seen below.

In this example, I entered Devin Hester as the client name.  Devin Hester was not already in my client list.  When I tab from the client text box, I receive the Quick Add Client dialog (see image to the right).  This dialog is asking me if I want to add Devin Hester as a client. Only the first name and last name are required.  When using the Quick Client Add feature, you will need to enter the other required fields (i.e. address, diagnosis, insurance information) at a later point using the edit client form.  You can get to the edit client form by clicking the edit icon associated with the client in your client list (click Clients in the top main navigation bar).