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.
- Notification Delivery and DiagnosticsLearn how to monitor and diagnose delivery issues for emails and WhatsApp notifications, helping you understand why messages may not be reaching patients.