Adding and Managing Patients

How to add, invite and manage your patients

Assigning to the Patient Workbook

Adding worksheets, assessments, and infosheets from the patient Workbook

Setting Reminders to Assignments in a Patient's Workbook

When adding an assignment to a patient, you can set custom reminders

Configure Assignment when Adding to a Patient

Configure field visibility, labels, and descriptions to individualize assignments for each client.

Adding private notes to a Patient Profile

Adding private notes for yourself on a patient profile

Safety Plans and Crisis Management

How to use Safety Plans in Reflective

Assigning Resources to the Patient Profile

How to assign files and links from within the patient profile