Filtering your client's documents


Over time you'll start to have more documentation for your clients. Instead of scrolling though 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
  • Questionnaires (Intakes)

Just click on the dropdown that says "Filter" and select the type of documentation you want to view. It's that simple!

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