Articles on: Patient Management

How can I see a list of all my Active Clients (Open Episodes)?

A list of all your Active patients can be found in the Caseload view, which you can access from the top-left menu:

Select the 'Open Episodes' tab to see a list of all your clients with an open episode of care:

Should you wish to do so, you can also export your Caseload to CSV for further analysis or for marketing purposes.

Updated on: 11/05/2023

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