You can quickly access a client’s profile using the search bar or from the Clients section.
Using the search bar
Enter the client’s name in the search bar
Select the client from the results
You will be taken directly to their client profile
From the Clients section
Go to Clients
Click on the client’s name
Important
Only Active clients will appear in the search results
To view an archived client, use the Archived filter in the Clients section
Tip
The search bar is the fastest way to navigate to a client’s profile, especially if you have a large client list.
If you need help managing your clients, please contact our support team at support@trova.health..