video1.0<iframe src="https://www.loom.com/embed/91150ea47b054a2f8602ae33b16b2b8c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/91150ea47b054a2f8602ae33b16b2b8c-05465a3ec7602234.gif135.797In this video, I’m excited to share some quick updates to our client menu and introduce a new case management tab. You can now input client IDs when creating new clients, and there’s a new "last reviewed" column that shows the date and reviewer. The case management sidebar allows for adding recommendations at both the overall goal level and for specific conditions, along with dynamic note-taking features. I encourage everyone to utilize the "Mark as Reviewed" option for smoother handoffs within the team. Please take a moment to familiarize yourself with these changes to enhance our workflow.