All Collections
Client Management
How to manage your clients within Rehab Guru
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.
Adding Files to Treatment NotesLearn how to embed files into a client’s treatment notes by customising forms in Rehab Guru.
Editing a ClientsLearn how to edit a client’s information, including their name, email address, and permissions in Rehab Guru.
Creating a Treatment Note and Form TemplateLearn how to create, edit, and manage treatment note templates, either by cloning existing forms or creating a new template from scratch.
Creating a Treatment NoteLearn how to create, save, and manage treatment notes for clients in Rehab Guru, including attaching cases and using templates.
Managing an Existing Exercise ProgrammesLearn how to manage and review existing exercise programmes connected to a client, including status updates and unique programme IDs.
Creating Patient-Reported Outcome Measure (PROMs) TemplatesCreate, customise, and use patient-reported outcome measures (PROMs), including auto-calculation features and advanced configurations.
Creating and Sending Forms to ClientsLearn how to create and send forms to clients in Rehab Guru, either manually or through automation, and manage client responses.
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.
Assigning Notes and Forms to CasesLearn how to add or manage cases in existing treatment notes and forms in Rehab Guru.
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.