Click on the Active Clients tab once to display only the clients who are currently active in a program.
Click on the Inactive Clients tab once to display only the inactive clients who have been discharged from any of your programs.
Element - 3
Client Search Bar
Search and filter the view down by typing any identifying information for a client. You can search by name, location, reference number or program.
Element - 4
Client View Filter
Click on the drop down Client View Filter button for more granular filter options than the Client Search Bar.
Element - 5
Client Line Item
Click once on any of the clients to open the Client Details Slide Over Menu (Item 7 in the image above). Double click on any of the clients to open the client record view.
Element - 6
Client Details Slide Over Menu
Displays details about the client's enrollment in your programs (currently enrolled program, assigned groups, caseloads, locations etc.). As you begin to utilize more components of the system the information presented in this area will become much more detailed and useful.
Element - 7
Client Notes Tab
Click on the Client Notes Tab in the Client Details Section to utilize the Client Notes Functionality.
Element - 8
View Client Button
Alternative method for accessing the Client Record View. You can double click the client or click once and then click the view button here to navigate to the Client Record View.
Element - 9
Add New Client Button
Click this button to add a new client to the system and enroll them in any of your available programs.
Adding Client Notes Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Step 2 Click once on the client you would like to make a note for to open up the client details section (the ...
Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Manage Clients View Step 2 Click on the Files tab and then click the "Upload ...
Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Manage Clients View Step 2 Click on the Files tab and then click the "Upload Documents" ...
What is the purpose of the client portal? What exactly are you able to do in the client portal? This video explains all of this for clinicians and for clients who want to learn more.
Adding System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage Staff Users Step 2 Click on the green [+] Add New User button at the bottom ...