When users open the HCP section, the application displays the complete list of the clients added to the system.
Users can search for particular clients and use filters.
Search clients
To search clients, use the field at the top of the list.
Note: The search field displays the total number of clients in the system.
To start searching, type your search parameter in the field. The application will display the client list according to the search parameter.
Filter clients
Users can display clients according to specific criteria.
To turn the filter on or off, click the icon at the top of the client list ().
The application displays a filter by default; users can also add additional filters.
To add filter criteria:
- Click the More button.
- Select criteria from the drop-down list.
Note: To remove the filter, click on the parameter and select Remove.