Phone Consult Session - Scheduling Under Parent of Minor's Name

Answered

Follow

Tiffany Yaker

• April 30, 2021 00:33

It would be very helpful to have the option to schedule a parent consult call as an appointment under the parents name versus the client. I have college age kids who are seeing me and their parents like to do consult calls with me. The college aged kids get the reminders for the appointment and are confusing it with their parents appointment because the parent call has to be scheduled under the clients name. 

Is there a feature I am missing that allow us clinicians to do this type of scheduling? Thanks for guiding me.

 

 

0

• 

  Ayelette

  • May 24, 2021 00:37

  Hi Tiffany,

  For some background, when a single party in your account has a few roles, e.g. they are a contact on one or more minor profiles and they will be seeing you directly, I recommend creating an individual client profile for the contact so that you can schedule appointments using that individual profile.

  Here's how you can create an individual client profile for a contact:

  1. On the minor's profile > click Edit > Contacts.
  2. To the right of the contact, click Manage > Create an Individual Client.
     
     

  For more details on managing contacts for minors, I recommend checking out this Help Center resource: Enhanced Client Management for Minors.

  0

  Comment actions Permalink

Post is closed for comments.