My Clients list

1.  On the calendar screen, click Open > My Clients.

2. If you have permission as a supervisor, use the pull down menu to change the user to see:

oClients assigned to other users

oClients assigned to your trainees

 

 

Single Client Search

1.  From the calendar screen, click Open > Clients.

2.  Enter the ID and press the tab key, or enter the full or partial last name, or email or phone number and click Find.

3.  If required, double click on the client from the search results list.  (Note:  If you right click on an entry, it will open.  When you click Exit, you will be returned to the search screen.)

 

 

Multiple Clients:  Advanced Client Search feature

1. From the calendar screen, click Open > Advanced Client Search.  

2.  Set the search filters (e.g., users, appointment types, attendance, dates, client flags, data forms, invoices, disabilities, accommodations, etc.)

3.  Click Search.

4. Click a client in the search results, and click the Client or Client File icons to see their information.