Edit My Clients screen

Manage clients that display in the My Clients list.

1. Search for clients by entering the client name and selecting Enter. Clients can be added to the Selected Clients list and will display in the My Clients list.
   • Clients not in the user's caseload:
     • Will display in the My Clients list for the user's session.
     • Will not display compliance indicators.
2. Select Recently Used or New Episodes to display a list of clients for a time period.
3. Choose the time period to display client.
4. Add a client by dragging the client to the Selected Clients frame.
   • Clients that are dragged will remain in the Selected Clients frame until the user logs out of their session.
5. Clients that are not in the user's caseload can be removed from the My Clients list.
   1. Select the X in the Selected Clients section to remove a client.
   2. Select Remove all to remove all clients from the Selected Clients section.
6. When finished, click Ok.