Client Requested Reassignments

Self-serve reassignments

As of 2/7/24, a self-serve reassignment feature is available to clients allowing them to reassign their Prescriber or Therapist on their own. To do so, clients will follow these steps:

1. From the home screen in their account, client selects the Prescriber/Therapist that they want to reassign under ‘Upcoming Sessions’.

2. In the next window, client selects 'Choose now'.

3. Client selects reassignment reason from provided options.
   1. Client will be provided a recommended next step based on their selection as an alternative to reassignment.
   2. Example: If a client is having availability issues with their Therapist, we will prompt them to message their Therapist first before proceeding with reassignment.
4. Client must acknowledge the following disclosure to proceed with reassignment.

5. Client selects new Prescriber/Therapist by navigating through different options and bios.
   1. This mirrors what the Product looks like during initial sign-up.
6. Client selects date/time for intake session with new Prescriber/Therapist.
7. Client receives confirmation of reassignment and session scheduling.

1. Their reassignment will be documented in the Comms history tab and patient summary in the EMR.