Login to your Admin account and go to Users>Create New User.
Enter user’s First and Last Name, Email (Patientname@organization.com, for example), User Type (select Patient if you wish to create a Patient account), Organization, Location (always select location 1 even if it only provides the one option), Timezone, and Password (Password123).
Before clicking Save, make sure that the Send Welcome Email circle is checked. This will send email to the user inviting them to join the platform.
Once a Patient is created, you will need to associate him/her to a Provider in their organization. To add association, select this Patient's name and the Providers's name and click Add Association. This will allow the Provider to schedule sessions with this Patient and will also allow the Provider to view his/her Patient file.