The 'My clients' is a space where you can view all clients that have been assigned to you.
This page shows the following:
๐ด 1. Date of most recent referral (red)
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๐ก 2. The date of the next action with the client (yellow)
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๐ข 3. The date of the last action with the client (green)
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๐ฃ 4. Current client status (purple)
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๐ต 5. Staff member/members assigned to the client (blue)
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๐ 6. Priority level displayed I Red/amber/green flag (priority) (orange)
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โช 7. Small three dots at the far right will allow you to make edits (pink)
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Filters
From this page you can filter your clients by:
Status
Triage status
Client Needs
Additional needs
GP surgery
Referrer organisation
Staff member
Client tags
Templates
How to apply filters:
