Clients List (Left Menu)
The 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 the intake wizard function
In this Article:
Client List Options
movie Walkthrough:
Steps:
To load this, from any screen click (left menu).
You're then presented with this screen below:
- By default, we only show new and active clients
- Read on for more information
- You're presented at the top with a short list of options, depending on your roles within the practice
- Click the clients name to load their profile, review or copy any relevant information from here
Click the far right button to load a pop up showing the client profile tabs:
Top left:
- This is a quick toggle of which clients you'd like to see
- It's a remembered 'sticky' option, meaning when you return it will default to your last choice
Options shown above:
This will display a list of only your clients as a provider.
This will show all clients within a practice.
This will list the clients of your supervisee(s). Here's our article about Supervision
This will list all clients under the therapists you're a records custodian of.
Filter Options
On the far right-hand side, you have a list of various filters that can be used.
On the right hand side we list the versatile search options
On mobile? click the top right magnifying glass search first.
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.
- 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. This is visible on the client profile (top left), or on the appointment popup)
Once you enter all of your required filter options:
- Click (top) to 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
- Want a more extensive client export? Review our general export article here
