Client Profile Overview and Navigation
The Client Profile is your starting point for managing client records. This is where you can update client information and manage Services, Assessments, and Referrals.
Note: Your screen may show different options depending on your system configuration and access permissions.
Client Profile Overview
The Client Profile displays detailed client information, including Service, Assessment, and Referral history.
Client Data Fields
The left side of the screen contains key Client data fields such as:
- Client Name
- Date of Birth (DOB)
- Ethnicity
- Language
- Address
- Program Enrollment Details
To edit Client data, click directly in a field, enter new information, or select from a dropdown if applicable.
Client IDs
Each Client is automatically assigned a unique Client ID and a Family ID, which may be shared if that client has been linked to other clients.
Managing Additional Client Information
Additional client-related features include, which can be found in the Menu in the Client Profile.
- Appointments
- Contacts
- Documents
Click the corresponding buttons to manage these sections. A number on each button indicates how many records exist.
Additional Functionality
- Delete Client: Permanently deletes the Client record.
WARNING: This action cannot be undone. - New Client: Creates a new client.
- Documents: Attach documents to the Client Profile.
- Print: Open the document viewer to print, export, or view Client records.
Exiting the Client Profile
To return to the Client List, click the Back button at the top-left of the Client Profile.
Managing Families in the Client Profile
Use the Add Member and Link to Family buttons to manage linked family members. For detailed steps, see related articles.