Add a new client
Create a client profile with the three required fields, then send intake and consent forms.
Goal
Get a new child or student onto your caseload so you can schedule sessions and write notes.
In school mode the same pages say Students instead of Clients. The steps are identical. The app follows your mode everywhere — sidebar, top bar, headings, buttons, and the client profile's Goals & Progress tab (called IEP & Goals in school mode). Switch between modes anytime in Settings (/dashboard/settings → Clinical setting); changes take effect immediately across your sidebar and caseload terms. This guide writes client; read student if you're school-based.
Before you start
You need: the child's First Name, Last Initial (one letter — full last names are never stored, by design), and Birth Month/Year.
Steps
- Go to Clients in the sidebar (
/dashboard/patients). - Click Add Client. The dialog is titled Add New Client.
- Fill First Name, pick Last Initial from Select initial..., and set Birth Month/Year. Optional: diagnosis (for example
F80.0), parent first name and email. - Click Create Client and wait for
{Name} added. - Choose Send intake & consent forms (goes to
/dashboard/paperwork/intake?patientId=) or Skip for now. Send it if you need diagnosis, grade, school, or signed consent — none of those live in the create dialog. - Open the profile to finish setup: Edit details for grade, school, and the Signed consent on file checkbox plus Consent Date. Use the per-card Edit buttons for diagnosis and About/interests (the About text also guides the AI).
What success looks like
The client appears in Clients, searchable via Search clients.... The header shows {N} active goals or No active goals — no goals yet is normal at this point.
Troubleshooting
| Problem | Fix |
|---|---|
First name, last initial, and date of birth are required. | All three are mandatory. The dialog will not submit without them. |
| Can't find a client by full last name | Search matches first name + last initial only. Type the first name. |
No clients yet empty state | Click Add Client in the empty state. The Bryce C. Example card only shows while your caseload is empty. |
| Consent keeps asking every session | Consent lives per-client. Open the profile and tick Signed consent on file with a date; otherwise the session checklist prompts each time. |
Next
- Run a live session: click Start session in the client header.
- Assign home practice once goals exist.