Workflow

You must first complete setup guide (below) and submit it to Inviscid Software before the described security will work in your practice.

  1. Open the student record and navigate to the Assigned Therapists on that student.

  2. Add any users that should be able to access the student as assigned therapists via the New Assigned Therapist button.

  3. You are now done for that student! Any users that are listed as an assigned therapist for that student can access the student record, appointments for that student and any other related records (e.g. sessions).