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How to Use the Clients Dashlet

How to Use the Clients Dashlet

The Clients dashlet provides a quick view of the assigned clients, their last date(s) of service, and the next appointment date for the user logged into the system.

It is important to note that the security settings for user roles will determine the clients listed in the Clients dashlet.  Show assigned clients only can be toggled by going to Options–>Assigned Clients Only.       

 

 

This dashlet also provides quick links to client records through the Edit Client icon .

Additionally, users can click on the view report icon  to view a "Face Sheet" (basic demographic information) for each client.