24.9: Improved Clients, Therapists, and Groups Pages
The following will be released in 24.9:
We redesigned the clients, therapists, and groups pages with a new look and feel that improves navigation, performance, and filter capabilities. Enhancements include simplified menu options, an upgraded workflow for adding comments, and improvements to search and filter capabilities.
Clients page
The Clients page view has been consolidated so users can see important information at a glance.
- Filters: The filters have been consolidated into one modal, giving users faster and better control of how they want to view clients.
- Comments: Users can create or view all comments by clicking the comment bubble icon on the right, which will open a slideover from the right.
- Calendar: Easily navigate to the calendar by clicking the calendar icon on the right.
To learn more about the clients page, see this article
Therapists page
The Therapists page view has been consolidated so users can see important information at a glance.
- Filters: The filters have been consolidated into one modal, giving users faster and better control of how they want to view therapists.
- Comments: Users can create or view all comments by clicking the comment bubble icon on the right, which will open a slideover from the right.
- Calendar: Easily navigate to the calendar by clicking the calendar icon on the right.
To learn more about the therapists page, see this article
Groups page
The Groups page view has been consolidated so users can see important information at a glance. The table displays the last completed visit and the next scheduled visit for the group.
- Filters: The filters have been consolidated into one modal, giving users faster and better control of how they want to view clients.
- Calendar: Easily navigate to the calendar by clicking the calendar icon on the right.
