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View calls and tasks related to the Client

To view all calls and tasks related to the Clients:

  1. Go to the HCP's section.
  2. Select the Client from the list and click the Timeline tab.

client timeline.jpg

 

3. The system displays planned calls and tasks in chronological order. The system displays the current month by default. Users can:

  • Display activities from the previous months. Use arrows to show the previous or next month.

client arrows.jpg

  • Use filters to display activities according to specific requests. For instance, the user wants to display activities only with a particular status.

client filters.jpg

  • View the brief activity statistics.

client stats.jpg