1. New menu bar
We’ve added a new menu bar at the top of each page, which makes it easier to navigate the site and find what you’re looking for.
Now you can view your clients, and your clients’ responses, by clicking the links in the top menu bar, instead of the buttons that used to appear on the dashboard.
2. See the latest response on the clients table
We’ve added some information to the clients table so that you can see the latest response by each client. You can now see the name of the last instrument each client took, the date, and the status of the response.
This makes it easy to tell at a glance whether your client has completed a survey, whether they need to be reminded to start, or whether they are due for review. Remember you can also explore this table using the filters!
If you have permission to view clients assigned to other advisers in your group, you can also select the ‘your group’ tab to browse these clients.