View Clients by Assigned Staff (My Clients Plus 3.0)

 Permissions: All Users can access. Information displayed will be different based on Permission Level.

Staff can access a list of Clients in My Clients Plus. By default, all Staff will be able to view general Client Details (non-clincal). If you want Staff to only be able to view their assigned Client's you will need to set in Staff Permissions.

NOTE: Staff Members cannot export the Client List. This prevents "Patient Poaching." Administrator can export Client Information using the Export Client Data feature.

1. Click Clients in the navigation bar, then select either All Clients or My Clients from the drop-down.
2. Click the Customize Grid drop-down.
3. Ensure Assigned Staff is selected. 
4. Click on the column headers to Search or sort information.
   
   

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