Clients
How to Add and Manage Your Clients' Files.
- How do you add a new customer? Step by Step—How to Start Creating a New Client File in Morph.
- How to Add Clients for Couples TherapyStep by Step: How to Create a Joint File for a Couple—for a New Client or to Add to an Existing One
- Client or Couple File—How It's StructuredThree tabs for quick access to all information—for reviewing before a session, tracking the process, and keeping complete clinical documentation in one place.
- How to Enter Notes After a SessionHow to record and save your notes after each session with a client.
- How do you upload a photographed or scanned document to a client's file? How to attach a photographed or scanned file to a client's file in Morph.
- How do you add a document from the library to a client's file?How to attach an existing resource from the library to a client's file.
- How to Send a Document to a Client via EmailThere are two ways to send a document: directly from the client's file or from your personal library.