Add or Manage Client Diagnosis & Services

You can either add and manage a Client's Diagnosis during Intake or from their Client Profile after they have been converted to a Client. 

👉 Jump To [Add/Manage Dx/Services] [Helpful Tips] 

Add/Manage Diagnosis & Services

1. Navigate to the Clients Module in the left side menu.
2. Search for the Client.

3. Click the Client's name > Clinical tab. 
   
   
    

   
    

4. Click the Clinical tab and click Edit in the Diagnosis & Services card. 

   

    

   

    

5. Click + Add to choose from a drop down list of diagnoses. 
   • Be sure to click Save after you are finished editing! 

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Helpful Tips

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