Adding a patient to Allia only takes a few steps. During the process, you can assign the patient to a clinician and send any onboarding forms they need before their first appointment.
The patient's email address is what links them to your practice, so make sure it is entered correctly.
Step 1: Register the Patient (Provider)
1. Go to New Patient → Add New.
2. Enter the patient's:
First name and last name
Email address
3. You can also:
Assign the patient to a specific clinician using the Clinician dropdown.
Select any onboarding forms you want to send with the invitation.
4. When you're ready, click Invite Patient.
If you're onboarding many patients at once, use Import via CSV instead. See Bulk Import Patients Using a CSV for step-by-step instructions.
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 Health 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.
Web Portal: They can open the web portal for the themselves and sign up with the same email used in Step 1 as well.
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 yet activated their account after receiving an invitation, you can either resend the invitation or revoke it.
Go to View Patients from the sidebar.
Make sure the In Care tab is selected.
Locate the patient in the list.
Click the three-dot (⋮) menu next to the patient's name.
Choose one of the following options:
Resend Invite – Sends the patient another invitation email so they can activate their account.
Revoke Invite – Cancels the pending invitation if it was sent to the wrong patient or is no longer needed.
Frequently asked questions
Can I assign a patient to a clinician when I create them?
Yes. Simply choose the clinician from the Clinician dropdown before sending the invitation. The patient will be assigned to that clinician immediately.
Can I book appointments before the patient activates their account?
Yes. Patients can be scheduled immediately after they are added to Allia. They will receive appointment confirmations, reminders, and telehealth joining links by email.
What happens if I invite the wrong email address?
If the patient has not yet activated their account, open View Patients, click the ⋮ menu, and select Revoke Invite. You can then update the email address and send a new invitation.
Can I change the patient's email after sending the invitation?
Yes, as long as the invitation has not been accepted. Revoke the pending invitation first, update the email address, and then send a new invitation.
Can I send onboarding forms when inviting a patient?
Yes. During patient creation, select any forms you want to send. The patient will receive them together with their invitation.
What if I need to add many patients?
For large migrations or onboarding multiple patients at once, use Import via CSV, which lets you import multiple patients, assign them to a provider, and send onboarding forms in a single process.