You can add a client directly from the Clients page. All you need is their first name, last name, and email address. No purchase is required to invite them to Theia OS.
1. Open the Add Client form
Open Clients from the Provider menu, then click +Add Client in the top-right coner.
Under Who are you adding?, enter:
Fist name
Last name
Email
Phone (optional)
2. Choose Whether to include an order
To invite the client without purchasing anything, select Not at this time under Place an order?
If you want to include an order, select Yes, place an order, choose a Product and Quantity, then select Practice Pays or Client Pays.
Placing an order requires Stripe to be connected under Settings → Payments. You can still add the client without an order.
3. Add any extra information
Under Extra info, tags, demographics, you can add details such as tags, address, date of birth, and gender.
These fields are optional. Leave them blank if you don't have the information yet. If you are ordering biosensors for a client, filling in these fields will expedite the shipping process as if they are not filled, then we do require the patient to complete their onboarding questionnaire before their order is shipped.
4. Click Add Client
Click Add Client at the bottom of the form.
The invitation email is sent:
Without an order: Right away
Client Pays: Right away. The client is directed to checkout before creating their account.
Practice Pays: After you complete checkout on the client's behalf.
Once added, find the client on the Clients page and click their name to open their Client Record Profile.