Assess Treat Record
Getting Started

How to Set Up Your Account and Settings

After creating your Assess Treat Record account, review your settings before creating your first client.

This helps make sure your account is set up correctly for your practice before you begin recording clinical consultations.

Opening Settings

After signing in to Assess Treat Record, you can manage your personal account details, password, team members, business information, dry needling settings and subscription from the Settings area.

To open Settings, select the profile icon in the top-right corner and choose Settings.

Screenshot of the Settings tabs

Account

The Account tab contains your personal account information.

You can review or update:

  • Profile image
  • First Name
  • Last Name
  • Email
  • Phone Number
  • Country

When you have finished making changes, select Save Changes.

Screenshot of the Settings page on the Account tab: profile image, First Name, Last Name, Email, Phone Number, Country and the Save Changes button

Password

The Password tab allows you to update your account password.

To change your password, enter:

  • your current password
  • your new password
  • your new password again to confirm it

Then select Update Password.

If you cannot remember your current password, select Forgot your password? and follow the password-reset link sent by email.

Screenshot of the Settings page on the Password tab: current password, new password, re-enter new password, the Update Password button and the Forgot your password? link

Team Members

The Team Members tab allows you to invite additional team members to your Assess Treat Record account.

An active subscription seat is required for each additional team member.

To invite a team member, enter their:

  • name
  • email address

Then select Send Invite.

Existing team members are displayed underneath the invitation section.

If you need additional seats, use Subscription Settings to manage the number of seats on your account.

Team members illustration

Business Settings

The Business Settings tab stores the details associated with your clinic or practice.

You can add or update: • Business or clinic logo • Clinic Name • ABN • Address • Support Email • Phone Number • Website

When the information is correct, select Save Changes.

Keeping this information up to date helps ensure your practice details are correctly associated with your Assess Treat Record account.

Business or clinic logo

Dry Needling Settings

The Dry Needling Settings tab allows practices that provide dry needling to enable the dry needling feature.

Turn the setting On if you use dry needling within your practice and want the relevant dry needling information included within Assess Treat Record.

Enter your clinic’s Dry Needling Consent information in the text field provided.

This consent information can then be presented to the client to read and sign before dry needling treatment.

After entering the required consent information, select Save Changes.

Important: Only enable and use this feature where dry needling is appropriate to your qualifications, scope of practice and professional requirements.

Dry needling consent document

Subscription

The Subscription tab provides access to your Assess Treat Record subscription settings.

Select Manage to open the subscription management area.

This is where you can manage the subscription options available to your account, including account seats where applicable.

Subscription illustration

Need more help?

Visit the Help Centre or continue to the next guide.