Search & Filter

Search for a Client

Use the search bar to search by name at the top left of the Care Team Dashboard.

Filter for an Individual

NeuroFlow allows you to filter by a variety of criteria.

1. Click the salmon-colored lollipop on the right side of the Care Team Dashboard.

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2. Click the "^" sign to see available filters.

The filters are as follows: 

Status Filters:

• Notifications - filter by any individuals that require review or recent activity
• Status - filter by the status of individuals
• Current Program - filter by which program an individual is currently in
• Insurance Plan - filter by the type of insurance that an individual has

Account Filters:

• Account - filter by an individuals account creation status
• Invitation - filter by if an individual has received an invite yet
• Added By  - filter by who added the individual
• Providers - filter by status of a provider associated with an individual
• Patient ID - filter by the existence of a patient ID for an individual

Content Filters:

• Templates - filter by which templates have been assigned to an individual
• Triggers - filter by which triggers an individual has received

These filters can be used alone or in combination with others as well to provide you information easily about your clients. 

For any questions or further assistance, please contact [e-mail].