Clinical Resources -- Books, Articles, Worksheets for Clients

Table of Contents
...

The new Resources page is ready for you to upload and organize books, articles, videos, images, and worksheets for your clients.

You can:

  • Categorize each resource for easy organization
  • Add your name to the Recommended By list for books to show credibility and support

Once the EHR is client-ready, you’ll be able to share any resource with a client in just a click or two.

View All Resources

Go to: EHR → Library → Resource. You can also visit: EHR → Client → Resource tab too.

  • Click on any resource to view its contents (PDFs, images, external links, etc.)

Add a Resource

Go to: EHR → Library → Resource

  • Click + Add Resource
  • Enter a title
  • Select the resource type
  • Add the content

Recommend a Book

Go to: EHR → Library → Resource

  • Click ✔️ to recommend a book
  • Click ❌ to remove your recommendation

Share a Resource

(Not available until EHR is client-ready)

Go to: EHR → Library → Resource. You can also visit: EHR → Client → Resource tab too.

  • Click the paper airplane icon or fill out the Send Resource form
  • Select the client
  • Select the resource(s)
  • Add a message if you'd like

Simple, organized, and ready to support your clients.