> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Independent Review Per Maand

1. Kies PlanSmart

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_du1bz3.png)

2. Kies "Planning"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_gngxwh.png)

3. Klik op "Independent Review Per Month"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1yq0op3.png)

4. Filter die verslag soos benodig

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_6cnxwa.png)

5. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1edep0s.png)

6. Hierdie verslag sal al jou kliënte wys wat vir die Independent Review diens gemerk is, hul beplanningsmaand, sowel as die gebruiker wat aan daardie kliënt toegewys is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_75kwga.png)

7. As geen beplanningsmaand toegeken is nie, klik op "Update"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1lpwzgn.png)

8. Kies die Beplanningsmaand

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_d6w71o.png)

9. Klik op "Save Details"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_17hcybb.png)

10. ’n Groen regmerkie sal nou verskyn, saam met die toepaslike gebruiker, sodra die beplanningsmaand gestoor is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1v32d1h.png)