How do I invite a patient/client?

1) While you're creating a new chart, or editing the profile of a current patient/client (who hasn't already been invited), you can click the checkbox to invite. If the patient has already been invited, you can learn about how to send re-invites here:  How do I re-invite a patient?

2) Be sure to click "Save" at the end!

That should do it! If you have any questions, let us know!