Manage new referrals, create "offline" records, and find personal information for clients. It's all centralized within your Client Directory.

Why is it helpful?

  • Easily manage all inbound clients to your practice in one convenient location

  • Invite new clients to your practice

  • Control and monitor your waitlist

  • Create a client record for a client not on Speakbox Life

  • Find the contact details for all your clients

  • Quickly see all the workspaces for each of your clients.

Invite a client to your practice

  1. From the Client Directory, select "Add a new client"

  2. Input the Clients full name

    1. Email address is optional and not necessary for an "Offline Record"

  3. Inside your new client record, select "Send Invitation"

  4. Enter the clients email address, confirm their name, and add a personal message which will be included in the email.

    Example: "Hi [Client], I'm looking forward to working with you. Speakbox is a tool that will help us to better share information like your care plan, session notes, and resources along the way."

  5. Click "Send"

Creating an "Offline" client record.

Within the Client Directory you can also manually create a client record.

Note: By not being synced to a Speakbox Life account, clients created manually through the Client Directory will not be able to receive electronic consent forms, provide insights, or collaborate during their care.

Situations where it may be necessary to create a de-synced record include:

  • Children's records

  • A client does not want to sync with your clinic due to technology or personal reasons

To create a record:

  1. Within your client directory, select "Add a new client."

  2. Input the client's full name and email

  3. Click "Create"

And... you are done!

Due to limited functionality, we strongly recommend only using de-synced records in the situations above. Keep in mind, If in the future this client does connect with your clinic, you can merge them with this existing record to share historical information.

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