How to manage clients on the Client cases page
Searching, adding or updating clients
By Sonja1 author9 articles
- How to hide a client, a case or your whole caseload (caseload privacy)
- How to assign a client to yourself or a colleague
- How to add a client manually
- How to autofill a client's details from the Spine (NHS PDS)
- How to update a client's details in their profile
- Managing clients on the 'My clients' page
- How to merge client profiles
- How do I filter my client list by status?
- How do I export Clients from Joy?