Accessing Your Client List
- Go to your Care Dashboard
- Click the Clients tab on the left side
- Use the tabs at the top to filter your caseload
- Today: Clients you’re scheduled to see today
- New: Clients with their first upcoming session scheduled
- Active: Clients you’re currently working with
- Unscheduled: Clients without an upcoming session
- Never Attended: Clients who haven’t completed their first session