Viewing a Client’s Preview Panel

1. Navigate to your Care Dashboard.

2. Click the Clients tab on the left side.

3. Select the relevant client from the list.

4. Review the client preview panel that opens on the right, which includes:

   a. Session history (upcoming, past, cancelled)

   b. Quick actions to schedule a follow-up

   c. Options to coordinate or transition care, if needed

Related articles

• Discharge a Client
• View Client Progress
• View Client Invoice History