Effective client engagement is crucial for building strong relationships and achieving long-term success, in this guide we will provide you with the knowledge and tools needed to navigate the client engagement reports with confidence.

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From Reporting iQ select the Client Engagement tab.

There are 8 columns that include:

- Client Name

- Provider Name

- Date of Service/Appointment

- Location

- Attendance Status

- Client Status on Service Date

- Last Seen

- Days Since Last Seen

Note: By default, the dates are shown in order from the most recent.

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If you are looking for a specific client you can search them in the search bar and filters.

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You can export this report for any clients, the file will be downloaded in Excel spreadsheet format.

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