š” Hint: This is a good way to filter out discharged patients or patients on the waitlist from your active caseload.
Head to the āClient Casesā tab
āSelect āFilterā š in the top right-hand corner
ā
Under āStatusā select the statuses of clients that you would like to see āļø
ā
Scroll down and select āApplyā š
āYou will now only be able to see clients with the relevant statuses! š
ā
š Note: This filter will remain until you clear it.
To clear the filter
Select āFilterā š
ā
Scroll to the bottom and select āResetā š
ā
You will now be able to see all your clients again! š
ā
Academy videos
How to manage clients on the Client cases page: How to filter your cases by status
Filtering your client cases by status