Client Profile

To View and manage all client information in one place

The Client Profile is structured into key sections to help you navigate client information efficiently:

• Top Bar – Displays key client details and quick actions.

• Tabs – Organizes different aspects of the client’s case.

  • Overview – Summarises essential client information.

  • Progress Notes – Records case updates and interactions.

  • Documents – Stores and manages client-related files.

  • Assessments – Add assessments for clients, their family members, or significant others.

  • Form Submissions – Submit and manage forms.

  • Timeline – Provides a chronological view of actions and updates.