1. Select clients on the top left of the screen
2.Once you navigate to the client page you will see a “filter by team option”
3.This allows users to customize which requests are seen on their dashboard -based on the team each client has been categorized with. To Narrow down your search even further, users can search by client name or file number as well.
Congratulations! You have just finished filtering your client list by teams.
If you have questions or feedback, please feel free to reach out to us at support@medchart.com