Clients by Provider Report

1. What does this feature do?

The Clients by Provider report displays a list of provider with all their associated patients. This report only shows actual providers that belong to the current location.

2. Who is this for? (Roles & Permissions)

Any Role with permission to view employees.

• Super Admin: Can view this report in their assigned locations.
• Admin: Can view this report in their assigned location.
• Owner: Can view this report in their assigned location.
• Manager: Can view this report in their assigned location.

3. Business Rules & Enforcements

• Rule 1: Only visible for roles with “view_employees” permissions.

4. UI Placement

1. Reports > Management > Clients by Provider Report

5. How-To Guide (Step-by-Step)

1. From the main dashboard, navigate to Reports > Management in the main menu.
2. Click the Clients by Provider Report button.
3. Select the desired option from the dropdown filter: Taxonomy.