This list creates a general list of client information, including their name, status and enrollment information.
Click on the "Clients" heading. Click on "POH Clients".
- The list will automatically appear, but you can also filter by the following:
- Client ID: the client's Link2Feed client ID number
- First Name: first name of the client
- Last Name: last name of the client
- Organization Enrolled: the name of the organization the user was logged into when the POH tab was completed
- Network Enrolled: the name of the network (division) of the organization the user was logged into when the POH tab was completed
- POH Status: the POH status on the client's POH tab
- POH Status Change Date: the date the client's POH status was last changed
- Completed By: the name of the user who completed the POH tab in the client's profile
The POH Client list has tools available
- Copy: you can copy the table into another application
- CSV: you can download the table into a csv file that can be opened in Microsoft Excel
- Print View: you can view the table in a printer friendly mode and then print it directly from the program