How to Filter/Sort a Client’s Problem List

  1. You must first have the client open, then click the Search icon.
  2. Type Problem into the search bar.
  3. Click to select Client Clinical Problems (Client).
  4. In the CDAG Program Enrollment window pop-up, click the drop down and click to select the appropriate program.
  5. Click OK to continue.
  6. This takes you to the Client Clinical Problems list page.
    1. Use the filters at the top to find what you’re looking for.
    2. Start Date is required.
    3. After entering in your filters, you’ll need to click “Apply Filter”.