Client List View Overview

Client List View Overview

Client List View Overview



ARMS Client List View

Elements - 1 & 2

 Active/Inactive Clients Tab

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

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


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.


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