If you are only seeing one client in your caseload, you may have selected a setting when you were adding that client that is now limiting your view. Follow the steps below to fix this issue.
IMPORTANT: Do not select Add client to my caseload when you are adding a new client. If you do, that particular client will be the only client that appears on your caseload.
- Click My Profile.
- Click the Caseload tab. If you see a client listed in the Assigned Clients section, you will need to move that client.
NOTE: You can also check the Locations tab to see if you have any clients listed in that section as well.
- To move the client, select the Client name, then click the Red Left Facing Arrow to move that client to the Available Clients column.
For additional help contact sharenotecommunity.support@therapybrands.com.