Your client list in the practitioner portal shows everyone who has had a test ordered through your organisation. Clients are added automatically when they purchase a bundle you've sent or when an order comes through your integrated store.
Viewing your clients
Log in to the practitioner portal and select your organisation.
Click Clients in the left-hand menu to see your full client list.
Each entry shows the client's name, email, and the status of their most recent order.
Searching for a client
Use the search bar at the top of the client list to find a specific person by name or email address.
Client details
Click on a client's name to view their profile, including:
Referrals that have been generated for them
Results from completed tests
Order history showing all bundles purchased through your organisation
Things to know
Clients appear in your list once they've been associated with a bundle sent from your organisation. You don't need to add them manually.
If a client was invited but hasn't verified their email yet, they'll still appear in your list with their verification status shown.
Client data is visible only to members of your organisation.