Clients List

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

shield_person Required Role

Any role will give you access to Clients differently, we will explain those breakdowns below.

Client List Options

When you initially click on Clients from the left-hand menu, 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 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:

Requires a role of Therapist, and will display a list of only your clients as a provider

All Clients:

Requires a role of Owner, Manager, or either Front Office role (Scheduler and/or Biller), and will show all clients within a practice

Clients of Supervisees:

If you are a Supervisor of a provider (or multiple), this will list the clients of your supervisee(s). Here's our article about Supervision

My Custodian Records:

If you are a Records Custodian, this will list all clients under the therapists that you have been selected to be 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 at the bottom to filter your results
Use to clear out all of the above filter options

Additional Client List Options

At the top right, you will see a list of other client list options offered:

→ Exports a CSV (spreadsheet) file of the list of clients (this is a simplified list of the export option Clients within a therapist profile. More information on that additional option: Export Data. Contains the following default columns: Name, Email, Phone, DOB, Account #, Therapist. If you expand your search with the various filters (like client status), then export it, they will include those as well.
→ This creates a new group that you can add clients to which you can then add to the schedule to chart on. More about that can be found here: Group Charting
→ Create a new client for either yourself as a therapist, or a new client for the practice. More about that can be found here: Create a New Client