New referrals may not always automatically appear on your portal - in these cases, you will need to manually create them as a contact.
1. Log into your portal
2. From the options on the left-hand side of your screen, select 'Clients'.
3. Then, press 'Create Contact' on the top right.
4. Fill out the client's details to create them as a contact.
5. Now you will be able to create an appointment for this client.
Note: If this person is showing as a 'public' client but you believe they should be showing as an EAP client, please reach out to us at therapist-support@myclearhead.com.
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