Viewing your Clients list

the clients section provides a complete overview of your clients, allowing easy access and management of their clinical, administrative, and billing information all from one central location viewing your clients list go to the clients tab in the sidebar menu to view a complete list of all your clients each client entry includes key details such as their full name , age , address , email adress , assigned providers , phone number, and diagnosis show unassigned lients use this toggle to filter and quickly see which clients are currently without an assigned provider add client button located at the top right of the screen, this button allows you to quickly add new clients viewing a client’s profile click on any client’s entry from the main list to open their detailed profile at the top, you'll immediately see the client's full name , their primary diagnosis , and two quick action buttons new message quickly start a new conversation with the client book session schedule a new session with the client each client profile has eight clearly organized tabs general , activities , sessions , tasks , records , billing & insurance , settings , and messages we will explore each tab each in individual article