Learn how to navigate the client records page using the available filters and search functions, browsing for clients and drilling down on specific charts.

This article gives an overview of how to browse for client records, either via the home page, or the client roster.

1. View clients for whom you are on the care team from the Home Page

2. Navigate to the Roster to view all clients that you have access to

3. Search by client name or MRN

4. Be sure to select the client status; only one status can be viewed at a time

5. Filter by any of the other desired filters; filters can be cleared by click clear filters next to the search box (once filters are applied)

6. Click on a card to open a client's chart