When clicking on the client tab, the list of clients is able to be numbered to keep track of clients as active clients increase. The number is not assigned as a default. To assign clients a number there is a new field in the client profile to create this order.
Step 1: Go the Client Tab: Select the client you need to assign a number to.
Step 2: Click on Edit under Demographics, Add in the Client Order Number (1,2, 3). IT's recommended to start with 1 with your first client, 2 with your second client, etc.
Step 3: Save changes to your client's profile.
Step 4: Return to the main client page to see your numbered client list.
Step 5: Filter by location or status to change the view of the client list.
Viewing By Status and Location: Active/New York
View by Status and Location: Viewing Inactive/Cleveland
Other tips:
- Users can edit the order number of a client if he/she is deactivated or no longer receiving services.
- Users can reassign another client with the same number.
- Numbers can be used multiple times, for example, #5 can be used two times, this would apply most often with multiple locations.
- Using the filters with Locations and Status can help to see the client names and order needed.
- When adding a new client and assigning number to the client, the user can filter the client list in descending order to see the last number used.
Questions?
Contact Support