Client List

Client List

The Client List provides three different views. It can be viewed for All Clients, Active Client or Inactive Clients.  The lists can be formatted to show any of these options:

  • Contact Info
  • Session information and Payers
  • Client Tags

To access the Client List, click on Reports in the blue menu on the left and then on Client Reports.  

Once the chosen report is displayed, the data can be re-sorted by clicking on the applicable column header.  You may also directly access the Client Setup for a client by clicking on the Client Nbr in the first column.

Show Contact Info view:

Show Session & Payer view:

Show Client Tags view:

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