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Tracking clients that have not been seen within the last 6 months

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3 comments

  • Sara

    Hi Mitchell,

    The best way to track if you have seen a client in the last 6 months or not is to use the Attendance Report. This report can be used to look at a given time period and allow you to easily see if a client was seen during that time period. To view a list of clients who have been marked as inactive, go to the Clients tab and filter by Inactive Clients.

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  • Mitchell Wright

    Thank you Sara!  Do you know if there is any way to filter patients who have not been seen during the specified time range on the attendance report?

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  • Sara

    Hi Mitchell,

    Currently there is not. You would need to determine this on your own by looking through the list of clients to see who has 0 in the Show column. Additionally, there is an Inactive filter that can be turned on within this report.

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