The client experience after you add a client to Tava depends on whether you choose to invite them to create a Tava account (Full Access) or not (Limited Access). To learn more about the differences between Full Access and Limited Access clients, see this article.

This article walks through the typical onboarding experiences for each client type.
 

Full Access Clients (Tava Login)

When you choose to invite your client to join Tava, the client will receive an email to create a Tava account and complete intake. 

Add Payment Method

A client can choose to add an EAP program or insurance card. Learn more about EAP coverage and provider rates, here.

Take Assessment 

Once payment is set, clients complete a mental health assessment to help you personalize their care.

Accept Policies & Schedule a Session

After completing intake, clients will have access to their account dashboard. Clients can schedule directly with you through their dashboard and will accept any relevant policies (e.g. late cancellation, consent to care). Clients are required to add a credit card for late cancellation and no-show fees before scheduling.

Parent/Guardian Consent

If a Full Access Client is a minor, their parent or guardian will also receive an email with a consent form before the client can schedule a session.

Limited Access Clients (No Tava Login)

If you choose not to invite the client to Tava:

• They will not create a Tava account or complete intake through the platform.
• Instead, they’ll receive:
  • Email reminders and video session links after you schedule a session with them.
  • Receipts and payment confirmations via email
• You are responsible for confirming their consent to care, including parental/guardian consent for minors age 13-18. Tava does not currently provide services for clients under age 13.
  
   

You may schedule with your client through the Add Client button on the client page, or directly from the Schedule tab once your client has a valid coverage method associated with their account.