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.
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.
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.
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.
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!
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.
