Working with Saltroad Clients
Managing your customers from intro call to discharge
8 articles
- Saltroad Client RulesImportant details about your responsibilities to Saltroad when it comes to working with our clients, as covered in our Therapist Terms of Use.
- Managing Your CaseloadYour Caseload board shows every client you're working with on Saltroad, from intro call through to discharge, and what needs doing next.
- Intro Calls & OutcomesRunning intro calls with potential customers, confirming bookings, and logging outcomes.
- Intro Call Cheat SheetA practical structure and tips to get the most out of intro calls and secure bookings.
- Customer Contact Details & CommunicationWhere to find customer contact details and how to communicate once you're working together.
- Clinical NotesKeeping clinical notes in Saltroad and meeting HCPC record-keeping standards.
- AI-Assisted NotesUpload an audio recording of a session and let the Saltroad Assistant transcribe it and draft your clinical notes and a parent summary.
- Discharging CustomersHow and when to formally discharge customers, and why it matters.