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The Client List

DESCRIPTION

The Client List is displayed on the Clinician Workspace. It contains the names of all the clients that are currently admitted to each location of your organization. Using the Client List, you can search for a client at your location, or display only certain groups of clients.

 

If you select a client on the Client List, you can document certain functions, such as writing a progress note in that client’s health record, directly from the Client List.  

How to Use the Client List

When you first pull up the Clinician Workspace, it will display the Client List on the Caseload setting. This will display all the clients that have been assigned to you, if any have been assigned. Caseload is the default setting.

 

Using the Client List, you can display certain groups of clients using the filter function.

 

Business Rules

• Only clients who are currently admitted to your organization and location will appear in the Client List box.
• Location refers to the location you have logged in on.
• Clients that have been screened by your organization, but have not been admitted, do not display in the Client List.
• Once a client has been discharged from your organization, their name no longer displays on the Client List but is still accessible from the Find/Add Client Search function.
• The Client List defaults to the Caseload setting which is all clients assigned to this clinician.
• Clients stay on the Client List until the client is discharged and the Discharge Summary is completed.

 Filtering

• The Client List has a filter drop-down box that you can use to display the other groups of clients on your list besides your Caseload.
• To use the filter, using your pointer, CLICK ON the down button next to Filter in the Client List box.
• This opens a drop-down box. CLICK ON one of the choices to select it.

Filtering your client list lets you review the following:

All

• Displays all clients currently admitted to your organization that have not been discharged. This is the broadest filter and will show you the largest number of clients.

Case Load

• Displays only the clients that have been assigned to the users’ caseload;

Unassigned

• Displays only clients currently admitted to your organization that are not yet assigned to a Clinician (Primary Counselor or Single Accountable Individual).
• This is the narrowest filter and will show the fewest clients.

Sorting

• The column header of every column in the Client List allows you to sort the List by that characteristic.
• To sort the List using the column header, CLICK ON the header of one of the following columns:

• Last Name
• First Name
• Middle Name
• Assigned Clinician
• Client Number
• Admission Date

 

What Next?

• After sorting through the Client List, you can now select a specific client and view or add documentation to their health record.

 

To select a client on the Client List,

1. Move your cursor to the name of the client you need,
2. CLICK anywhere in the client’s information row.

The selected row will turn a dark blue. The color change confirms that you have successfully selected the client.

You may now CLICK ON one of the action buttons underneath the Client List.

 

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