Selecting a Client and Opening their Chart

There are many ways to select a client and access her or his chart:

• Click Client in the Navigation

  
  

  

  By default search by name, but you can use the “Search All Columns” field (top right of page) to also search by Client ID, DOB or Phone Number:

   

• Click the client’s name in the Active Client list on the Calendar

  

• Click the client’s name in her/his Appointment