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Client Overview - user guides for professionals

On the Clients page you can add new clients, search for clients you have invited already and apply several filters to display your list of clients in an organized way.

Adding a new client

Click on ‘Invite client’ to create a new care plan for a client.

scr_prof_clientoverview_invite_client

Searching for a client

Find your client by searching for them by email address:

A screenshot of a search form with a looking glass icon and the text Search by name or email.

Or date of birth:

A search form with a calendar icon and the text Search by date of birth.

Filtering

You can filter your list of clients in the following ways:

A screenshot of the clients page showing two tabs: Clients and Not accepted.

  • Clients: those who have accepted your invitation.

  • Not accepted: these clients have not yet accepted your invitation.

A screenshot of the clients page showing two tabs: Archived and Shared.

  • Archived: every client you have archived.

  • Shared: care plans that have been shared with you.

A screenshot of the clients page showing three checkboxes and the labels: Just questionnaire, Logged in recently and Not logged in recently.

  • Just questionnaire: will only show care plans that contain at least one questionnaire.

  • Logged in recently: clients who have been active on the platform in the last week.

  • Not logged in recently: client who have not been active in the last two weeks.

A screenshot of the clients page with a dropdown menu and the text Sort by: and the options Alphabetical and Last Activity.

  • Alphabetical: based on last name.

  • Last activity: the client who has been active most recently will appear on top of the list.

User Guides for Professionals

Would you like more information about working with our platform? Check out our other user guides here: User Guides for Professionals

Can't find the answer to your question?

Click on the blue Support button to contact us or send us an email via info@therapieland.nl of info@gezondeboel.nl
You can also reach us by phone, from Monday to Friday between 9.00 and 17.00h via 020-7712848 for Therapieland or via 020-8545108 for Gezondeboel.