Your Caseload

Find client or student profiles you can access, filter by status, and open their details.

2 min Updated October 15, 2026

Open Clients or Students to view your caseload or search by name.

Desktop Clients list with an empty search field, Active and All filters, and columns for name, supervisor, status, last session and next appointment

Phone Clients list showing profiles, Active and All filters and the search control

Choose Active for your current caseload or All to include archived clients. On desktop, select a column header to sort by name, status, last session, or next appointment.

From the profile, use Overview to review current work or Records to open a completed visit.

To add someone new, follow Create a Client or Student.

Next → Client Overview