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Client Management
Learn how to manage referrals, update client charts, and contact clients between sessions.
14 articles
Add clients to your accountHow to add new clients or add existing clients to Grow.
Contact Clients
Learn how to contact a client outside of a session via email, phone, or secure messaging.
Contact a clientLearn how to contact a client outside of a session via email, phone, or secure messaging.
Get started with messagingLearn how to contact clients via secure messaging in Grow Therapy.
Referral Management
Learn how to accept, deny, and transfer your referrals.
Manage your client referralsLearn how to accept and pause new client referrals as you grow your practice.
Refer a client to another providerLearn how to refer current clients to other Grow Therapy providers.
Accept Kaiser NorCal referralsLearn how Kaiser NorCal referrals differ from other payers on Grow Therapy.
Providing telehealth across state linesLearn how temporary and permanent moves affect you and your practice.
Manage your accepted insurance plansLearn how to manage the insurance payor(s) that your practice accepts.
Offer phone consultations to clientsLearn how to offer 15-minute phone consults to determine client fit.
Grow Therapy & Charlie Health | FAQAnswers to common questions about Grow Therapy's partnership with Charlie Health.
Use client notes as a therapistLearn how to add notes to client charts as a therapist.
Use client notes as a prescriberLearn how to add notes to client charts as a prescriber.
Attach files to client chartsLearn how to upload attachments to your client charts.
Discharge a clientLearn how to discharge a client from your practice.