Clients List (Left Menu)

Your Clients list offers the capability to search for and manage clients.

From here you can also:

Create and manage therapy groups
Export a simplified client list
And manage intake tool functions

Client List Options

To load this, from any screen click Clients (left menu).

You're then presented with this screen below:

By default, we only show new and active clients
- Looking for inactive clients? Use our article here
Read on for more information

You're presented at the top with a short list of options, depending on your roles within the practice
For more on roles, please check out this article: Adding and managing staff roles

This view is a sticky option, meaning if you select something different from the default, when you return to the client list it will display your last selected option as the default going forward, until you change it.

My Clients:

Required role: Therapist → this will display a list of only your clients as a provider

All Clients:

Required role: Owner, Manager, Scheduler or Biller → this will show all clients within a practice

Clients of Supervisees:

Required role: Supervisor → this will list the clients of your supervisee(s). Here's our article about Supervision

My Custodian Records:

Required role: Records Custodian → this will list all clients under the therapists you're a records custodian of. Here's our article about Records Custodian

Filter Options

On the far right-hand side, you have a list of various filters that can be used.

In order from top to bottom:

First and Last Names: you can choose to search either by a "starts with" or "contains" option (toggle below each name field).

So for example: searching for "Jen" with "starts with" will return Jen, Jennifer, Jenny, etc.
Searching for "on" with "contains" will return for example Aaron, Addison, Alison, Jon, etc.

Email
Phone Number
Date of Birth
Therapist(s): you can select multiple or just one
Client status: New, Active, or Inactive (by default, searches only include New and Active clients)
Primary Insurance: a list of primary insurances from your list of accepted insurances for the practice. Can select multiple or just one.
Secondary Insurance
Private Pay: clients marked as private pay
No Insurance: clients without any insurance entered who are not marked as Private Pay
Account Number: a unique client account number (starts with a C followed by numbers → visible on the client profile list, at the top left of the client profile, or on the appointment popup)

Once you enter all of your required filter options, click (top) filter your results
Use (top) to clear away all filter options

Additional Client List Options

At the top right, you will our other related client list options:

checklist_rtl Client Intake Wizard
exit_to_app Export as a .CSV (spreadsheet) file