The Client List

Viewing Clients associated with a Case

The Client List Screen is accessed by clicking the arrow in the Client column of the Case and Client Screen.

The Client List Screen has a number of columns:

Client Record No.

This is a unique number that identifies the client. Often it is the same as the client record number that you have in your work system.

Name

We recommend you keep the clients name anonymous.

Preview

If you hover over the eye icon you can view your clients feedback.

Age

Gender

Type

This section indicates whether the person in the case is a client or collateral rater.

ORS alert

You can quickly see the status of your Clients latest scores. The colours red, yellow, or green appear as an icon here to give an indication of whether the scores are above or below the negative expected treatment response.

SRS alert

You can quickly see the status of your Clients latest scores. The colours red, or green appear as an icon here to give an indication of whether the scores are above or below the cutoff.

Actions

Edit and Delete Client buttons

You can edit and delete clients by selecting the red and blue buttons to the right.