The 'My clients' is a space where you can view all clients that have been assigned to you.
This page shows the following:
🔴 1. Date of most recent referral (red)
🟡 2. The date of the next action with the client (yellow)
🟢 3. The date of the last action with the client (green)
🟣 4. Current client status (purple)
🔵 5. Staff member/members assigned to the client (blue)
🟠 6. Priority level displayed I Red/amber/green flag (priority) (orange)
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:
To apply filters, select 'Filter' 👇 and select the boxes ☑️ corresponding to the clients you wish to view on the page
Scroll to the bottom using the sidebar
Click 'Apply' 👇
You have now added filters! 🎉


