How do I delete a client?
Clients sometimes need to be deleted when they are no longer receiving assessments or coming to practice. If you are looking to edit a client’s information, you can find this information here 1. To delete a client, go to Clients on the top of your homepage2. Select your client3. Click on Edit Client 4. Click […]
What is a Practice Plan?
A Practice Plan connects multiple users with different levels of access (ie. Account Manager, Supervisor, Practitioner), under one umbrella account. Clients can be shared within the practice, where you can adjust the visibility of clients depending on user access levels. Account Manager (central account) Manage payments for ReadyMind Add and remove users (practitioners and supervisors) from […]