Client Management
How to manage your clients within Rehab Guru
By Simon and 1 other2 authors12 articles
- Creating ClientsLearn how to add clients to Rehab Guru in multiple ways, including through the clients page, diary, and creator.
- Labelling and Filtering ClientsLearn how to label clients and filter them according to those labels in Rehab Guru for better client management.
- Viewing and Using Client PINsLearn how to view a client's PIN and how it can be used as an additional layer of security for accessing exercise programmes in Rehab Guru.
- Using Client FiltersLearn how to search for clients in Rehab Guru using filters for labels, reporting, symptom tracking, completion, and compliance.
- Adding Client DetailsLearn how to add and manage client details in Rehab Guru after creating a client profile.
- Adding Files to a ClientLearn how to upload files to a client profile in Rehab Guru through the Files section or within a treatment note.
- Editing Client DetailsLearn how to edit a client’s information, including their name, email address, and permissions in Rehab Guru.
- Setting Notification PreferencesLearn how to manage your notification preferences for updates, offers, and account-related notifications, including prescription copies.
- Exporting Client DataLearn how to export your clients’ data from Rehab Guru, including options to export additional notes.
- Connecting Scan.com for Patient ImagingLearn how to connect Rehab Guru to Scan.com to book imaging scans for your patients directly from the Rehab Guru portal.
- Merging ClientsLearn how to merge duplicate client records or clients shared across team members in Rehab Guru.
- Creating and Managing Correspondence in Rehab GuruThe Correspondence feature in Rehab Guru allows you to create, generate, and manage clinical letters directly within the platform. This enables you to write letters efficiently, use templates, and store…