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How do I update and search by the triage status of my client?

This page will show you how to change and sort by the triage status of your clients so you can more effectively organise your client list.

Support at Joy avatar
Written by Support at Joy
Updated over a week ago
  1. Select the patient 🧑 you would like update by selecting their name on the 'Clients' tab

  2. Head over to the ‘Profile’ tab

  3. Under ‘Client status’ hit ‘Edit’ 👇

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  4. Click on ‘Select’ 👇 and choose ‘High, Medium, or Low’ 👇

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  5. Hit ‘Save’ in the top right-hand corner

  6. You have updated the triage status of your client! 🎉


How do I search by triage status?

  1. Head to the ‘Clients’ tab

  2. Select either ‘My clients’ or ‘All clients’ 👇

  3. Select ‘Filter’ 👇 in the top right-hand corner

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  4. Select any relevant ‘Triage status’ levels ☑️ you would like to filter by

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  5. Scroll down and select ‘Apply’ 👇

  6. You have now filtered by triage status! 🎉

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