Click on the Active Clients tab once to display only the clients who are currently active in a program.
Click on the Inactive Clients tab once to display only the inactive clients who have been discharged from any of your programs.
Element - 3
Client Search Bar
Search and filter the view down by typing any identifying information for a client. You can search by name, location, reference number or program.
Element - 4
Client View Filter
Click on the drop down Client View Filter button for more granular filter options than the Client Search Bar.
Element - 5
Client Line Item
Click once on any of the clients to open the Client Details Slide Over Menu (Item 7 in the image above). Double click on any of the clients to open the client record view.
Element - 6
Client Details Slide Over Menu
Displays details about the client's enrollment in your programs (currently enrolled program, assigned groups, caseloads, locations etc.). As you begin to utilize more components of the system the information presented in this area will become much more detailed and useful.
Element - 7
Client Notes Tab
Click on the Client Notes Tab in the Client Details Section to utilize the Client Notes Functionality.
Element - 8
View Client Button
Alternative method for accessing the Client Record View. You can double click the client or click once and then click the view button here to navigate to the Client Record View.
Element - 9
Add New Client Button
Click this button to add a new client to the system and enroll them in any of your available programs.