Adding Patients for Stacked Account
To view the workflow for adding patients, click here.
When adding a patient from the Organization Account, you will be need to select which Clinic Account the patient will be assigned to.
You will not be able to select assessments or a therapist until the clinic has been selected.
The assessments available at each Clinic Account, if different, will populate below.
If you have enabled Clinic Accounts to customize their own tags, they will appear once selected.
If you have Stacked Accounts enabled, at the organization level, you will now be able to Filter by Clinics. This is useful to view at a glance how many patients/clients are at each clinic, and manage providers accordingly.
If you require a patient to be transferred from one clinic to another, please contact support@greenspacehealth.com for assistance, using the patient ID.