Step by step video guide here: https://vimeo.com/793099536/2b1ed418f4 Click the Client Search icon. Click to select Client Search. The Client Search window will open. Type the client’s Last Name and First […]
Click the Client Search icon. In the Search bar, Type the first few letters of the client’s last name. Add a comma, and the first few letters of the first […]
Click the Client Search A list of clients in your caseload will populate. To select a client, click their name.