You may have noticed on the add / edit client form that there is a field labeled Identifier (image above, circled in red) and wondered what it is for. The identifier isn't really defined for one specific purpose, it can be used (optionally) for anything you want. We will define what it will do and some possible uses for it.
If I enter an identifier, what should I expect
Really, all it will do is list that identifier on any client lists. As an added benefit, you can color code your calendar (when in day, week, or availability view) by the client identifier. You can also create custom client reports and list or group by the client identifier. This allows for a simple yet powerful tool for categorizing your clients.
Is an identifier required?
Not normally. However, if you have to patients with the same first and last name, it may require you to use an identifier. This will allow you to distinguish between two clients with the same first and last name in a client list.
The way you use the identifier is up to you. Again, it is really just a way for you to distinguish or categorize your clients using your own codes. While Therabill does not have a defined use for it, here are some possible uses.
Remember, a client in your client list is a medical record (or a chart). If you see the same patient for more than one diagnosis (for example, Speech and Physical Therapy) then you may want to create two entries for the patient. For example, lets say you have a patient John Doe who comes to your clinic for Speech and for Physical Therapy. You could create one client (chart) called John Doe, with identifier SLP with the speech diagnosis codes and a second client (chart) called John Doe with identifier PT with the PT diagnosis codes. This separates the charts. Notes and billing will be separated in to two different medical records. NOTE: They are completely separate and will have separate billing, which a lot of people see as a benefit.
This just very general. Maybe you want to track different sets of clients separately or create reports for certain types of clients. Identifiers allow you to create your own coding/categorization system. You can then assign your clients to these categories using the client identifier. Custom client reports can be grouped by client identifier and the schedule can be color coded by the client identifier.