Find a client
Open Clients on the web or Linked Clients in your iPhone professional workspace. Search for a client and select their entry. The list depends on active assignments and any specifically approved access; a name or account role alone does not grant access.
Use the client workspace
The web client overview brings together available appointments, shared reflections, and links to care tools. Check the client’s name before opening or editing a shared record. Some items are view-only with your access.
If a client is missing
Check Previous clients and Invitations. An ended assignment or incomplete invitation can explain why someone is not in Active clients. Do not create a duplicate client account to make them appear.