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Client Clinical History Overview
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Client List
Select a Client
No clients found.
Use
Add Client
in the sidebar to create your first patient profile.
How to Add and Select a Client
Home/Reset
Click
"Home/Reset"
on the left sidebar menu to exit the dashboard and return to the home page.
Click
Enter Application
to return to the application dashboard.
To keep your records secure, we recommend signin out when not using the application.
Click the
Sign-Out
button in the
Account
dropdown of the top navigation bar to exit the application securely.
Adding a New Client
Click
"Add Clients"
on the left sidebar menu to navigate to the client registration form.
Fill Out the Form:
Enter the client's details and submit the form to add the new client.
Selecting a Client
Click on the
"Client List"
on the left sidebar menu.
If the list of clients is minimised, click the 3 stripe menu icon
"Client List"
to view the list of clients.
Choose a Client:
Select a client and click to make the client active.
Check Client Information:
Find the client information in the top right corner or be low the main page of the dashboard.
Additional Tips
Navigating Clients:
Use the scrollbar or search feature to navigate through the clients list.
Mobile View:
On smaller screens, the menu may be collapsed. Use the menu icons to expand and view options.
You can edit or delete existing clients through the
"Manage Clients"
button.
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