Filtering your client's documents

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Over time you'll start to have more documentation for your clients. Instead of scrolling through all of their documentation on the Client Overview page, we've made it easier for you to sort through the documentation you're looking for with a drop-down filter.

You'll be able to easily sort through:

  • Diagnosis & Treatment Plans
  • Mental Status Exams
  • Sessions (Progress Notes)
  • Chart Notes
  • Intakes

Just click the Filter drop-down and select the type of documentation you want to view, as shown below. It's that simple!

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