Welcome back, Toby.
07/02/2026
Clients
Active and inactive clients you're servicing or have serviced.
3 of 3
| # | Client / Family | Age | Status | Location | Setting | Source / Referral | Insurance | Docs | Added | Last Activity | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3 | Stein Family | 4 | Active | Utica NY | — | web· MVHS | Aetna· Commercial | 7 | 04/15/2026 | 05/27/2026 | |
| 2 | Hughes Family | 6 | Active | Utica NY | — | web· MVHS | Aetna· Commercial | 0 | 03/30/2026 | 05/26/2026 | |
| 1 | Rubin Family | 7 | Active | Clinton NY | — | phone· Word of mouth | Excellus· Commercial | 0 | 03/25/2026 | 05/26/2026 |