Skip to Main Content

View clients only I'm assigned to in client list

When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
App Type Provider App
  • Attach files
      Drop here to upload
    • Guest
      Reply
      |
      Mar 27, 2024
      When looking at my clients, allow the option to filter on one and only one therapist assigned to a client. I am a supervisor of 2 supervisees and if I filter on myself, I still see the records of clients assigned directly to my supervisees.
    • Guest
      Reply
      |
      Aug 10, 2023
      I would like to be able to see just my clients in the my client's section. It is frustrating to always see all clients for my supervisee and vice versa in that section.
    • Guest
      Reply
      |
      Mar 3, 2023
      Additional filters to distinguish between personal caseload and my supervisees' caseloads would be great. For example, when I currently click 'My Clients', I'm shown three pages of clients, and I have to scroll to find my 10 clients. There's no way to look at my caseload list "at a glance" because they're interspersed between all three pages and mixed in with my supervisees' clients.
    • Guest
      Reply
      |
      Aug 31, 2022
      Search results to include just personal clients rather than all supervisees clients
    • Guest
      Reply
      |
      Aug 12, 2022
      Search results to include just personal clients rather than all supervisees clients. I would like to be able to search clients that only have my name attached. Thanks!
    • Guest
      Reply
      |
      Dec 2, 2021
      I currently supervise 2 provisionally licensed therapists, and need to be able to see their client lists, but would also love a "filter" option on the Client List to be able to just see my own when I need to. This would be helpful when I am going through my own case load and seeing which clients I need to archive.
    • Guest
      Reply
      |
      Jun 28, 2017
      There needs to be a way to differentiate or sort out a supervisee's clients from those of a supervisor.