Therapists, supervising therapists and their assistance all must be setup in order to have credentials sent out to insurance companies as well as accomplish soap notes and therapy reports.

To setup the information go to people Manager - People.

Find the therapist you would like to edit and hit the Edit Employee Fields button.

Next find the License Type field and set the appropriate license type.

If this is an assistant you might want to add the supervising therapists NPI number

Remember to hit the save button when done.