The Client Listing provides a centralized view of all clients in your agency. From this page, you can quickly search, filter, sort, and perform actions such as viewing profiles, sending messages, or adding new clients.
Access the Client Listing
To open the Client Listing:
Navigate to the Client Module in the left-hand navigation menu.
Click the Clients option.
If your menu is expanded, the module will appear labeled Clients.
If your menu is collapsed, it will appear as the Clients icon.
Understanding the Client List
The Client Listing displays a table of all clients in your portal. Each row represents a client record and includes important information such as:
Client name
Office
Status
Contact information
Assigned care coordinator (if applicable)
Some columns are fixed in position:
Client Full Name – always appears in the first column
Actions – always appears in the last column
Care Coordinator Filtering
If your agency uses the Care Coordinator workflow, the client list may automatically filter to show only the clients assigned to you.
To view all clients:
Click the Filters option.
Locate the Care Coordinator filter.
Select All Care Coordinators.
Click Apply.
Best Practice
Agencies using Care Coordinators should keep the default filter active to ensure each coordinator focuses on their assigned clients.
Customizing Columns
You can customize which columns appear in your client list.
To modify the visible columns:
Click the Columns icon in the top right of the table.
Select or deselect the columns you want to display.
Drag and drop columns to change their order.
Click Apply to save changes.
If you want to undo your changes:
Click Cancel before applying, or
Click Reset to restore the default column layout.
Best Practice
Customize your columns to prioritize the information you use most often, such as Office, Status, or Care Coordinator.
Searching for a Client
If your agency has many clients, you can quickly locate a record using the search field.
Enter the client’s name in the search bar.
The list will update to display matching results.
Using Filters
Filters allow you to narrow down the client list based on specific criteria.
Available filters may include:
Office (multi-select)
Territory (multi-select)
Client Status
Care Coordinator
Client Type
After selecting filters, click Apply to update the list.
To return to the default view, click Reset.
Client Status
By default, the system includes:
Active
Inactive
Additional inactive statuses can be configured in Admin Settings.
Best Practice
Use inactive statuses such as Discharged or On Hold to maintain clear client records without permanently deleting historical data.
Client Types
The Client Type filter allows you to view:
All Clients
Individual Clients
Facility Clients
This filter is single-select, meaning only one option can be chosen at a time.
Sorting Client Information
Each column header can be used to sort the client list.
Click the arrow icon beside a column header to sort the list:
Ascending
Descending
For example, you can sort by:
Client name
Office
Status
Best Practice
Some agencies prefer sorting by First Name instead of Full Name. To do this, enable separate First Name and Last Name columns in the column selector.
Client Actions
Each client record includes an Actions column with quick options.
Available actions may include:
Change Password – reset the client portal password
View Schedule
View Profile Preview
You can also click the client’s name to open the full client profile.
Bulk Actions
You can perform certain actions on multiple clients at once.
Select one or more clients using the checkboxes beside their names.
The action toolbar will appear at the top of the table.
Available bulk actions include:
Change Client Portal Password
Download Calendar or Sage 50 file
Send Email
Send SMS
Update Care Coordinator
Note: Email or SMS options will only work if the client record includes valid contact details.
Viewing Client Details
Selecting View from the action column opens a quick preview of the client profile. From there you can:
Open the full profile
View notes
Check office tasks
See upcoming items
Review contacts
Adding a New Client
You can add new records directly from the Client Listing page.
Click the Add (green) button in the top right corner.
Choose:
Add Client, or
Add Prospective Client
Pagination and Display Options
At the bottom of the page you can control how many clients appear at once.
Default display: 50 clients
Maximum display: 200 clients per page
Use the page navigation controls to move between pages.
Horizontal Scrolling
If many columns are enabled, you may need to scroll horizontally to view them.
You can scroll by:
Using the horizontal scroll bar
Using your mouse scroll wheel
Holding Shift + scroll wheel to move left or right
Summary
The Client Listing is designed to help agencies quickly access and manage client information. By combining filters, column customization, and bulk actions, users can efficiently organize and manage even large client populations.