Access archived clients in Client section

Feature RequestAug 2

Please make it possible to access archived clients' records in the "Clients" tab. It's counterintuitive to have to go into "Settings" to find these files. There should be a drop down menu for clients who are Active, Inactive, Archived.

Posted by Ava Rose · Aug 2

Completed13

Upheal Moderator

Team•

Aug 7

Archived clients are now easier to find. Use the new filter in the redesigned Clients list to view and access archived client records directly. Thank you for your feedback and patience as we improved this experience.

Ava Rose
•
Aug 7
Thank you! You guys are so responsive! So glad I’m switching from my old EHR to Upheal. I’m going to recommend this platform to all my colleagues. ❤️
- Upheal Moderator
  Team•
  Aug 8
  Yes! Thank you ☺️
- Upheal Moderator
  Team•
  Aug 8
  We’re so glad this update is helpful! If you have two minutes, we’d really appreciate you sharing your experience with Upheal on Trustpilot:. Your feedback helps other providers discover Upheal. Thanks again!
  Ava Rose
  •
  Aug 10
  I happily submitted a glowing review on Trustpilot, titled: “An EHR as attentive and responsive as you are..…”
  As I said in the review, after being an attentive listener all day, trying to respond thoughtfully to my clients, it’s so refreshing to receive that kind of attention and responsiveness back.
  Ava Rose
  •
  Aug 10
  There’s your new tagline - haha. 😂
  Upheal Moderator
  Team•
  Aug 11
  An EHR as attentive and responsive as you are.... This is so awesome. Thank you so much! I just shared this with the product team, and it was a huge boost for everyone.