Client List
The Clients page provides a quick, central view of your clients. From here, you can see client names, review internal IDs, check upcoming appointment dates, and add new clients to your practice.
💡 Looking to create a new client? Check out our guide on Creating a Client.
In this article:
- Accessing Your Client List
- Understanding the Client List
- Expanding Couple, Conjoint & Family Charts
- Searching, Filtering, and Adding Clients
- Frequently Asked Questions
- Related Resources
Accessing Your Client List
To open your client list, click Clients on the left-side navigation bar from anywhere in Sessions Health.
Understanding the Client List
Your client list displays active clients alphabetically by first name. The table includes key details for quick reference:
- Name: Displays the client, couple, or family name.
- Type: Shows whether the chart is for an Individual or a Couple/Family.
- Internal ID: The unique ID number assigned for internal tracking (if enabled).
- Status: Displays whether the chart is Active or Inactive.
- Assigned Practitioner: Shows the primary practitioner assigned to the client, along with an inline Managed Access badge indicating any additional team permissions.
- Next Appointment: Displays the date of the client's next scheduled appointment.
#️⃣ The Internal ID column only appears on your client list if internal ID management is turned on for your practice. To enable or disable this column, go to Account Settings > Clients and toggle Manage Internal IDs for Clients. For more guidance, see Client Internal IDs.
Expanding Couple, Conjoint & Family Charts
Couple, conjoint, and family accounts feature a badge next to the account name that shows how many group members are linked to the chart.
To navigate conjoint accounts:
- Select the arrow next to any Couple/Family account name to expand or collapse the row.
- View the list of all individual group members, along with their individual Internal IDs and Statuses.
- Click directly on any member’s name to jump straight to their individual chart.
Searching, Filtering, and Adding Clients
Use the controls above the table to manage what you see on your client list.
- Search Clients: Type a client name, Internal ID, or phone number into the Search field above the list to locate a client.
- Filter the List: Use the Practitioner and Status dropdown menus above the table to filter your view by specific team members, client status (Active vs. Inactive), or both.
- Add a New Client: Click the + New Client button in the top-right corner to open the new client creation form.
👤 Depending on your account permissions, you may only see clients assigned to you. Practice administrators can adjust view permissions in Account Settings > Members.
Frequently Asked Questions
Why can't I see all clients in my practice on this list?
Your client list view depends on your user permission level. If you do not have permission to view practice-wide charts, you will only see clients assigned directly to you.
How do I search for a client by phone number or email?
The search bar on the Clients page allows you to search by client name, legal name, Internal ID, or phone number. To search by email address, use the global search bar at the top of the left sidebar.
How do I view inactive clients?
Click the Status dropdown menu above the table and select Inactive to view past client charts.
What does the "Managed Access" badge under Assigned Practitioner mean?
It indicates how many additional team members have explicit or practice-wide permissions to view that client's chart, in addition to the primary assigned practitioner.
Related Resources
For more help, check out our other guides: