Assigning Templates

This article explains how to assign a template to a TeleHab client.

INSTRUCTIONS

ASSIGN A TEMPLATE FROM THE CLIENT PAGE

Step 1:  Open the Clients page by clicking the highlighted icon.

Step 2: Click to select the client(s) you would like to assign a template to. You can select a single client or multiple clients.

Step 3: Click the "Assign Template" button to assign to an individual client or click the "Assign Selected" button in the bottom right hand corner to open the "Template assign" window.

Step 4: Select the template(s) you would like to assign.

Click the "View selected" box to list selected templates only.

Templates can be searched using the text search box and filtered to show every practitioner's templates or just your own.

If multiple templates or clients are selected you will not be able to "Edit and Assign".

Step 5: Click the "Program details" section to select program start and end date, client video recording and client reporting metrics. 

Please note: If a client is under the age of 18 you may also be required to check the consent box.

Step 6: Click the "Select client(s)" section to review your client list. This section behaves like the "Select template(s)" section outlined in Step 4.

Step 7: Click the "Assign" button to assign your selected templates to your clients.

A progress bar will update the status of assigned templates.

You can minimise the progress bar by clicking "Minimise" and continue to use TeleHab while templates are assigned. You can maximise the progress bar by clicking the the green button in the top Right hand corner of the screen.

ASSIGN TO A CLIENT FROM THE TEMPLATE PAGE

Step 1: Open the Templates page by clicking the highlighted icon.

Step 2: Click to select the template(s) you would like to assign to a client. You can select a single template or multiple templates.

Step 3: Click the "Assign Template" button to assign a single template or click the "Assign Selected" button in the bottom right hand corner to open the "Template assign" window.

Step 4: Select the client(s) you would like to assign a template to.

Click the "View selected" box to list selected clients only.

Clients can be searched using the text search box and filtered to show every practitioner's clients or just your own.

If multiple templates or clients are selected the "Edit and Assign" will not be available.

The remaining steps are described in steps 4 to 7 in the ASSIGN A TEMPLATE FROM THE CLIENT PAGE section.

If you require further assistance assigning templates to your clients please contact us at support@valdhealth.com.