Client List - Searching & Exporting
In this video, we’re going to talk about how to utilize the search function in the Client List. Click “View Client List.” Click “Search Options” to open the top search bar. Enter your search criteria in the fields. Click “Search.”
A couple of things to note: the Client List is automatically set to default to Active clients only, but you can check the inactive box to show inactive clients if you’d like. Or uncheck either to show ALL.
To select multiple locations, disciplines, or custom field options to search by, hold down the “Ctrl” key while clicking on the options to highlight them.
Lastly, only Clinical Administrators are able to click the “Export” button to export the search to a CSV file.
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