The Client List
Step 1 - Select 'Clients' from Dashboard
Welcome to the client list
How do I filter and search the client list?
Step 1 - Select 'Filters' to expand the section
Step 2 - Enter the text to filter for. Selecting the three lines button to the right will help to narrow down the search criteria
Step 3 - Click 'Update' to search the client list
- Use the 'Go to client' search to be taken directly to a patient's file based off the name search.
- A client can be search for on any of the below criteria:
- Medicare Card Number
- Client Group
- Home Phone
- External ID
How do I reset or clear the search?
Select 'Clear Filters' from the top of the client list
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