Lumary AH - This article explains how to view and manage clients that recive services from therapists at a specific site.
Required features, packages and permissions
Available with: Lumary 9.0 and later
This article explains the following sections of the clinic (site) page and the client list feature:
- How clients appear on the client list for a clinic,
- how to view the client list for a clinic, and
- primary vs secondary site client list.
How clients appear on the client list for a clinic
For clients to appear on the client list for a site, they need to match the following criteria:
- Client:
- Status = Current
- Associated Employee - client record needs to be associate to a worker:
- Status = Active
- Worker - At Least one associated worker for the client needs the following:
- Status = Active
- Primary Site = Clinic you expect to see the client OR
- Secondary SIte = Clinic you expect to see the client.
How to view the client list for a clinic
When on a clinic (site) record, a button is provided on the left side of the page which displays clients that are receiving services from therapists at that site. This list provides you a view of all clients that receive services at the site, along with the ability to view filtered views and additional information for each client. To view this list:
- Navigate to the appropriate clinic record - view here
- Click the View Client List button.
- To close the list, click the Back to Site button on the top right of the screen.
To find out more about the client list and its features - see Review your allied health client case list.
Primary vs secondary site client list
You can view the client list on a site, based on the clients association to workers that have this site as either their Primary site or Secondary site. The client list defaults to primary site, but can be changed by toggling it to secondary site.
To find out more about the client list and its features - see Review your allied health client case list.