On the Clients page, you can search for a client by typing in their first name, last name, or client ID.

Filters are also available on the left-hand side of the Clients page. You can filter by:

  • Team Member: a selected individual at your organization working with the client
  • Populations: specific populations or insurance types your organization serves (If available at your organization)
  • Interventions: specific treatment approach or plan used with client (If available at your organization)

Selecting a filter automatically refreshes your client listing results to show clients assigned to you, a team member, a population, or an intervention.

Questions? We're here to help. Email us at support@healthify.us or message us in the In-App chat at the bottom right corner of every screen in the Healthify platform.

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