If you have a patient/client that you do not want to show on your patient list, simply do the following:
- Click on the Patient's/Client's name
- Click the Three dots top right screen
- Click Hide
This will hide the patient from your patient list. You can also "Show" a patient/client which you have hidden and that will place them back in the patient/client list.
At any time, you can search for a patient/client and it will include hidden patients/clients.
If I archive a patient will their information still be on my client list when I download it?
Yes, all patients including archived patients are included in the export.
is there a faster way to hide multiple clients at a time?
No, there is no bulk hide feature.
It is cumbersome to have to click individually on the letter and then on each individual file... The system, once the client is hidden, kicks right back to the beginning of the client list. Is there a way to at least stay in the letter of the files in which you're working? If so, how?!? I suppose a bulk hide feature is not needed if the business is on top of all record keeping as clients come in.
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