Private: ADMINISTRATORS 🇺🇸

0 of 15 lessons complete (0%)

Agency **

Clients

You don’t have access to this lesson
Please register or sign in to access the course content.

In this page, you will see the list of all the clients available for the agency. You can click on top of it and access their dashboard.

Top right selector

You can filter the clients by Active, Inactive, or Discharged. You could also decide to show the Clients in table view.

Search Bar

You can filter all clients using the Search bar available. As soon as you start typing the cards displayed will be filtered. You are allowed to search by client name, insurance number, date of birth, chart id, box id, users associated with the client, etc.

Client Card

Each client will be represented by the avatar and the name right below. If you would like to simply expand a client’s card to access some basic information quickly, you can do this by clicking the “+ show more” text in the top right.

Actions

If you would like to export all clients at once into Excel you could do so by clicking the Export button on the top right.

For adding new Clients to the system you need to click the New Client button.

New Client

The information requested in the New client form is the basic information expected of every client. Please take note that additional information is required and expected to be added to the client later. The rest of the configuration for the client is added from the Manage section inside the client.