Managing Clients in the Sidebar – Overview & Cleanup Process

Overview

The new client management workflow in NDE aims to provide a clean, consistent, and user-friendly experience when creating and managing clients in the sidebar—across both desktop and mobile platforms.

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One-Time Cleanup Script

Before rollout, a one-time script is executed for each customer to:

• Remove duplicate clients
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• Remove clients with numbers instead of names
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• Eliminate inconsistencies and "noise" in the list
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📌 Result: When users begin using the new workflow, they will see a clean client list with only one instance per client.

Note: If two clients previously had the exact same name, only one will be retained. The other must be manually recreated when needed.

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Where the Client List Appears

• Capture Session
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• Enter Summary Tabs
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• Mobile App (Text Summary Flow)
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These interfaces now share a consistent UI and behavior, making it easier to work across devices and workflows.

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Benefits

• Reduced confusion from duplicate or incorrectly labeled clients
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• More intuitive client selection
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• Unified experience across desktop and mobile

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Optimized Client Creation, Search & Verification in NDE

Audience: All NDE users

Feature Areas: Client list, manual creation, EHR verification

Overview

The latest NDE updates enhance how you create, search, and verify clients—improving accuracy, usability, and EHR alignment.

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Optimized Client List Search

When opening the client list (via Capture Session or Enter Summary):

• Clients are sorted by recent interaction
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• Results are grouped by:
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  • Last 30 days
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  • Older clients
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• Most relevant results appear at the top
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🔎 “Interacted with” includes any client where an activity was initiated (e.g. summary started, client created—even if not finalized).

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Manual Client Creation

You can now manually add clients from the client list interface:

1. Click Add
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2. Enter the name
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3. The client is immediately created and visible in the list
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🔧 This differs from the previous flow, where placeholder clients were auto-created. Now, client creation is fully intentional and user-driven.

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Edit Client Names

If a client was imported with a typo or incorrect name, you can now:

• Click into the client’s name
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• Edit and save
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🛠️ Helpful for cleaning up old records or data imports.

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Client Verification (EHR Link)

During documentation (e.g., in the note section):

• A banner prompts you to verify that the client’s name and ID match their EHR record
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• Once verified, that client is permanently linked to the EHR
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• You’ll not be prompted again for that client
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📌 Verification helps ensure data accuracy across NDE and the EHR system.

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Rollout Plan

Feature	Status
Manual client creation	✅ Available
Optimized search UI	✅ Available
Duplicate cleanup script	✅ Completed pre-rollout
Client-EHR verification	🕓 Rolling out in August

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Summary

This client management overhaul focuses on clarity, efficiency, and accuracy. Key improvements:

• Manual client creation
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• Smarter search & grouping
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• Editable names
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• EHR verification for long-term accuracy