Client Transfer

There are two different things here: handing a client to another therapist in your practice, and bringing your existing clients into MelloMinds.

Handing a client to a colleague

This only works in a practice with several therapists.

1. Open the client's profile.
2. Click Transfer client.
3. Pick the therapist taking over.
4. Choose what goes with them: upcoming sessions, forms, and session notes if the client has agreed.

Bringing clients over from elsewhere

If your clients are in a spreadsheet or another tool, Client database transfer imports them in one go. If the import looks messy, write to us and we'll help sort it out.