How can I see a list of all my Active Clients (Open Episodes)?
A list of all Active patients can be found in the Caseload view which you can access from the menu top-left.
Here you will find a drop down menu where you can filter by 'Open Episode' and see all of your clients that are currently active.
Should you wish to do so you can also export your Caseload to Excel for further analysis or for marketing purposes.
Here you will find a drop down menu where you can filter by 'Open Episode' and see all of your clients that are currently active.
Should you wish to do so you can also export your Caseload to Excel for further analysis or for marketing purposes.
Updated on: 29/07/2022
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