Welcome to Adracare Support

Clients can be added to a provider's client list (appears within My Clients) through a few methods:

• Manually adding the client to their list
• Booking an appointment for the Provider with the Client
• The provider creating the client directly on their My Clients list

Manually Adding the Client to Their List

1. Log into the platform as an admin
2. Navigate to Providers
3. Locate the provider by using the search options
4. Click on View Provider Account
5. Scroll to the bottom of the page until you see Clients list

   

6. Press the Add button

   

7. Search and select the client you want to add to the Provider's list, then select 'Confirm' when done

   

8. The client will now appear on the provider's list.

   

Note: To remove a client from a provider's list press the trash can icon and then select confirm to complete the action.

Booking an Appointment with the Client

For more information on booking an appointment, please refer to the article here.

1. Navigate to the calendar
2. Click New Appointment
3. Select the provider and client from the Add Users dropdown
4. Select the following:
   • Date
   • Start Time
   • End Time
   • Location
   • Healthcare Service
5. Click Create Appointment

Creating the Client on My Clients

For more information on creating a new client, please refer to the article here.

1. Navigate to My Clients from the left navigation bar
2. Click on New Client
   
   
   
   
3. Fill in the necessary details
4. Click Create Client