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.

Using the ‘Add Filters’ button allows you to filter the clients by:

• Provider
• Tags
• Client Status
• Referral Source

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.

The ‘Search bar’ allows you to search specific clients by:

• Client Name
• Treatment Team
• Client ID #
• Tags

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