How to add clients to Teamwork

Introduction:

Clients can be added to Teamwork in two different ways:

1. A parent or guardian can register an account with Teamwork and fill out the intake form directly
2. A staffer can manually create a client

Method 1:

Click here to read about how a guardian can create an account themselves.

Method 2:

A staffer can manually create an account by navigating to the client list and clicking on the Create Client or ➕ button at the top of the page.

This will bring you to an 8-step intake form, where you can fill in information about the client.

Once this form is complete, Teamwork will automatically calculate medical necessity, calculate match scores with each therapist, and add the client to the client list. Clients will not be sent a notification when you complete this form.

Need More Help?

If you have any questions, comments, or suggestions, please reach out! We want to build the best tool for you, so please don’t hesitate to let me know your feedback.

Please contact me directly at calvin@teamworkcares.com. I’ll get back to you within 24 hours!