Finding and Viewing Clients

How do I find a specific client?

Looking for someone? You can search by name or scroll through your client list.

Let's Find Your Client

1. Go to Clients from the main menu on the left
2. Use the search bar at the top of the page and start typing the client's name
3. Click on the client from the results to open their profile and you're all set!

Good to Know

• Search matches names as you type, so you don't need to type the full name
• You'll only see clients from departments you have access to
• The client list shows basic info at a glance like name, age, and contact details

Related Topics

• How do I view a client's full profile?
• Why can't I see certain clients?

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How do I view a client's full profile?

Opening a client's profile shows you everything in one place, including their history, assessments, goals, and session notes.

Let's View Their Profile

1. Go to Clients from the main menu
2. Find the client using search or scrolling
3. Click on their name or click the three-dot menu and choose "View"
4. Explore the different tabs to see their information, sessions, goals, and more and you're all set!

Good to Know

• The profile brings together all of a client's information in one place
• Different tabs organize information by category like Sessions, Goals, and Assessments
• Your access to certain sections depends on your role

Related Topics

• How do I edit client information?
• How do I add therapy goals for a client?

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What do the columns on the Clients page mean?

The client list shows you the most important details at a glance so you can quickly identify and manage your clients.

Column Guide

• Name displays the client's full name as entered when they were registered
• MRN shows the Medical Record Number, which is a unique identifier assigned to each client
• Age shows the client's current age calculated from their date of birth
• Gender displays Male or Female as selected during registration
• Phone shows the client's phone number, or a dash if none was entered
• Email shows the client's email address, or a dash if none was entered
• Actions contains the three-dot menu for viewing, managing wallet, or deleting the client

Good to Know

• The MRN helps you tell clients apart when two people have similar names
• A dash in any column just means that information wasn't entered, not that something is wrong
• Use the arrow buttons at the bottom to move between pages when you have lots of clients

Related Topics

• How do I find a specific client?
• How do I add missing client information?