How can I see a client's reason for referral?

There are two ways you can see a client's reason for seeking therapy:

Option 1: Bookings

1. Click Bookings on the left of the provider portal

   
   

   
   
2. Locate the booking and click on the booking card. A box will pop up with the appointment and client details.
   
   
   
3. The client's reason for seeking therapy is at the bottom.
    

Option 2: Calendar

1. Click Appointment Calendar on the left of the provider portal 

   
   

    
2. Click on the booking in your calendar to pop up the appointment details, including the reason for seeking therapy.

If you need more information prior to the session, feel free to contact the client directly.