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Learn how to request extra sessions in Quick View here: Request extra sessions
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Step 2: Navigate to the clients' assist case (via Quick View)
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If you cannot find the client in your recently completed section, they may be on another page. There’s a page number selector on the right side of the “Recently Completed” section (top right). Alternatively, you can also search using the filter tool - learn more here: Use filter tool to search |
2. From the detailed Appointment screen that loads, navigate to the “Task Filter” section and select “Further Details Required (Allocation)”
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