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 Report with confidence.

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‍From the Navigation Bar, select Reporting iQ.

In Reporting iQ, select the Client Engagement tab.

Here you’ll find 11 columns:

• Provider Name
• Client Name
• Referral Source
• Attendance Status
• Event Name
• Service Name
• Event Date
• Event time
• Location
• Meeting Details 
• Pre-Auth #

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

To look for a specific client you can use the Search Clients box and/or the Filters button

‍You can also download this report to an Excel spreadsheet format by using the Export button.

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