Adding a patient is a simple two-step process. The email address you use is the "key" that connects the patient to your practice.
Step 1: Register the Patient (Provider)
Click New Patient → Add New.
Enter the patient’s Name and Email.
Select their Forms and click Invite Patient.
If you are moving a large group of clients at once, save time by using the Bulk Uploading Patients via CSV guide.
If you mistype an address, contact support@allia.health to update it, as this cannot be changed manually once the invite is sent.
Pro Tip: You don’t have to wait for a patient to activate their account to book appointments with them. Appointment invitations and reminders are sent via email, and for telehealth appointments, these emails include a secure joining link that patients can use to join the session from any web browser—no app download required.
Step 2: Activate Account (Client)
Once added, clients use their email to activate their account. They can choose either method:
The App Store (Fastest): They can download the Allia app directly from the App Store or Google Play. As long as they sign up with the same email used in Step 1, your practice will appear automatically.
The Email Link: They can click the link in their automated welcome email, which will also direct them to the app stores.
Pro Tip: Many clinicians send a personal note before the Allia invite so the patient knows to expect it. For pre-made messaging templates, contact Krista Lee Beradi, LMHC at krista@allia.health.
Sending a Reminder
If a patient has not activated their account, you can resend the invitation:
Go to your Manage Patients list.
Locate the patient and click Send Reminder.
