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.