💡 Hint: This is a good way to filter out discharged patients or patients on the waitlist from your active caseload.
Head to the ‘Clients’ tab
Select ‘Filter’ 👇 in the top right-hand corner
Under ‘Status’ select the statuses of clients that you would like to see ☑️
Scroll down and select ‘Apply’ 👇
You will now only be able to see clients with the relevant statuses! 🎉
📌 Note: This filter will remain until you clear it.
To clear the filter
Select ‘Filter’ 👇
Scroll to the bottom and select ‘Reset’ 👇
You will now be able to see all your clients again! 🎉