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 a number to the client, the user can filter the client list in descending order to see the last number used.

Questions?  
Contact Support

support@rethinkbh.com