Adding minor clients

If you see minors in your practice, you can indicate this in their profile and associate contacts to support communication, billing, and Client Portal access.

In this guide, we'll cover:

• Adding a new minor client
• Adding a contact to an existing minor client

Adding a new minor client

To add a new minor client:

1. Navigate to your calendar
2. Click the plus icon > + Create client
3. Select Minor

Under Client, enter the following information for the minor:

• The client’s Legal first name and Legal last name
• Click + Add email to add an email address
  • An email is required for Client Portal access
  • Only add an email address if the minor has one separate from their parent, guardian, or contact
• Click + Add phone to enter a phone number
  • A phone number is required for Text and Voice Reminders
  • Only add a phone number if the minor has one separate from their parent, guardian, or contact
• Choose a Billing type
• Select a Primary clinician (for group practices only)
• Location

Click Contact, then enter the following information for the minor’s parent or guardian:

• Contact’s Legal first name and Legal last name

Note: Clicking Add Existing Client or Contact allows you to search for and select an existing client or contact to add as a contact for the minor client.

• Click + Add email
  • An email is required for Client Portal access
• Click + Add phone
  • A phone number is required for Text and Voice Reminders
• Contact’s relationship to Client
• Responsible for billing
  • Checking this box makes this contact the responsible party on billing documents

Note: Clicking + Contact allows you to add additional contacts for a minor, such as divorced parents or multiple guardians. For more information, see Managing client contacts.

• Billing type
• Primary Clinician (for group practices only)
• Location
• Click Continue

If you’ve entered an email address for the minor client or their contact(s) and have set up your Client Portal, you’ll be prompted to share intakes with your new minor client.

Adding a contact to an existing minor client

If you want to add a parent or guardian to an existing minor client, first confirm that the parent’s email address is not already listed on the minor’s Client Info tab.

To add a contact, see Adding contacts to existing clients.

If the minor already has the parent’s email address listed and you attempt to add the parent as a contact, you’ll see a message indicating that a guardian’s email should not be used for the client.

If this happens, remove Client Portal access for that email address:

1. Navigate to the client’s Overview page
2. Click Edit > Client Portal
3. Click the minus icon next to the parent’s email address

The email address will then be available for use on the parent’s contact profile. For more information, see Adding team members or clients using the same email address.

You can also add an existing client or contact to multiple minor profiles, such as when a parent needs access to more than one child’s Client Portal.

To do this:

1. Navigate to the minor client’s Overview page
2. Click Edit > Contacts
3. Select Add contact
4. Search for the existing client or contact

5. Click the name of the individual
6. Select the Relationship type
7. Click Save