Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
In the Canopy Practitioner App, you can easily add or remove client connections directly from a client record. Follow the steps below to learn how to manage these connections.
To get started, open the Canopy App on your mobile device and login.
Manage Client Connections
1. Tap Clients to access the client list.
2. Select a client from the Client List.
You can scroll to find a client in the list, or use the search bar.
3. In the Client Record, tap the 3 dot icon in the upper right corner.
4. Select Edit from the menu.
5. Scroll down and tap the Connections tab.
6. Tap the arrow to open the Client List.
7. Select one or more clients from the list to add them as a connection.
You can also tap the x next to a client name to remove them from the connection.
8. Tap Done to save the connection(s).
9. Tap Done in the upper right corner of the edit menu to save changes.
A notification indicates the client record has been updated.
