Finding your client/Accessing their Client Summary on newmindmaps.com
Directly below will be step by step with images and at the bottom there is a step by step without images
*we will be using the account we created on the "Adding Client to newmindmaps.com" to "Find a Client on newmindmaps.com"*
Step 1: Go to newmindmaps.com > log into your account (should be the same as your newmind.tech account)
Step 2: Click "My Clients"
Step 3: You can have three options to find your client - some information removed for client safety/HIPPA > Click Client Number to open
Photo 1 scroll then check the client you want > click their client ID
Photo 2 search under Show Advanced Search with client specifics to filter thru multiple clients quicker > Click Client ID
Photo 3 you can type their specific client ID > Search > Click Client ID
Step 4: You will be viewing the specific client you searched for
Step by Step without Images
Step 1: Go to newmindmaps.com > log into your account (should be the same as your newmind.tech account)
Step 2: Click "My Clients"
Step 3: You can have three options to find your client - some information removed for client safety/HIPPA > Click Client Number to open
scroll then check the client you want > click their client ID
search under Show Advanced Search with client specifics to filter thru multiple clients quicker > Click Client ID
you can type their specific client ID > Search > Click Client ID
Step 4: You will be viewing the specific client you searched for
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