Client Management
Learn how to add clients, manage referrals, and contact clients between appointments.
11 articles
Add clients to your accountLearn how to add new or existing clients to your Grow Therapy account.
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 via email, phone, or secure messaging.
Get started with messagesLearn how to contact clients via secure messaging in Grow Therapy.
Welcome new clients after bookingLearn how to send an automated welcome message to new clients.
Referral Management
Learn how to accept, deny, and transfer your referrals.
Manage your accepted insurance plansLearn how to manage the insurance plan(s) that your practice accepts.
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.
Higher Level of Care Coordination | FAQsLearn how Grow's Care Coordination program assists you in supporting clients who require higher levels of care (HLOC).
Grow Therapy & Charlie Health | FAQAnswers to common questions about Grow's partnership with Charlie Health.
Help clients navigate insurance verification and cost estimatesLearn how to help clients navigate their insurance questions.
Grow Therapy & Equip | FAQAnswers to common questions about Grow's partnership with Equip