About My Clients

Select My Clients from the Navigaton Pane within the myDay view to display a list of clients in your caseload. A client is permanently added to your My Clients list if:

• You are listed as the Attending Practitioner for the client in the Admission, Admission Outpatient, or Attending Practitioner forms.
• The client is listed in your Team Caseload.
• The client is assigned through the Nursing Caseload Assignment form.

The Site tab allows you to view clients who have an appointment at the specified site or unit for today. Use the search bar to select a specific site.

Selecting Clients for Today displays the clients that are coming into the site today. Note: this is a role or facility-specific setting and only appears for users that have a client scheduled for the current day.