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View clients that have completed SWEMWBS

Step by step guide on how to view clients who have completed SWEMWBS.

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Written by Connor Baeza
Updated over 3 months ago

To view which clients have already done their SWEMWBS:

  1. Go to Reports.

  2. Click Clients, then select Client Journey.

  3. Choose the date range you want to review.

  4. In the top right corner of the report, select Health Journey.

  5. From the dropdown, choose SWEMWBS.

You will now see a list of all clients who completed SWEMWBS during the selected period.

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