Viewing clients with appointments

For clients where you are a member of their care team, you can see which clients have appointments so that you can prepare for upcoming appointments with your care team.

About this task

You can search for clients with actions in their care plan that are categorized as appointments. Only clients where you are a member of their care team are displayed in the search results.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. From the Side Navigation Menu, select Clients > Appointments.
    The Client Appointments page opens.
  3. Enter the date on which the action is due to start.
  4. Select the name of the action from the list and click Search.
    The list displays actions that are categorized as appointments. A list of all clients who have that appointment scheduled for the date that you entered is displayed.
  5. Click a client name in the Results area.
    Their Summary View opens.