Understanding Client iQ
In this guide, we'll walk you through everything you need to know about Client iQ.
From the ‘+New Client’ button you can add a new client. Click here to follow the guide.
From the ‘Add Filters’ button you can filter the clients data that is displayed by:
- Provider
- Tags
From the ‘Export’ button you can export:
- All client hub
- Filtered clients
- Selected clients
From the ‘View’ dropdown you can view the client hub by list or cards.
From the ‘search bar’ field you can search specific clients by:
- Client Name
- Treatment Team
- Client ID #
- Tags
