Follow these steps
Step 1:
Go to Clients.
Step 2:
Open the filters and choose Service Type.
Step 3:
Select Care Coordination. You can tick more than one type, for example NDIS and Allied, to see clients who get either.
Step 4:
Apply the filter. The list now shows only those clients.
Good to know:
- Each client appears once, even if they get several services. The Service Type column lists all of them.
- You can also type a Service Type into the search box.
- Export includes the Service Type column and only exports the clients your filters show.