Need to pull a list of clients

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Nicki Fleming

• September 26, 2021 18:03

How do we pull one single list of clients assigned to a clinician??? Not an attendance report, not a billing report - a sole list of clients, active and inactive assigned to one person. This seems so basic and I don't understand why this is not an option. 

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• 

  Sara

  • September 27, 2021 21:24

  Hi Nicki,

  I see that you were able to create a Help Request for this and have received a response from my colleague Josselyn.

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