04 How to Use the Clients Dashlet

The Clients dashlet provides a quick view of the assigned clients, their last date(s) of service, and the next appointment date for the user logged into the system.

This dashlet also provides quick links to client records through the Edit Client icon. Additionally, users can click on the view report icon to view a "Face Sheet" (basic demographic information) for each client.

Helpful Hint: the security settings for user roles will determine the clients listed in the Clients dashlet. Show assigned clients only can be toggled by going to Options → Assigned Clients Only.