Overview

To get a quick overview of the client without navigating through multiple tabs

On the Overview page, you'll find three main sections:

  • Personal Particulars

  • Family & Significant Others

  • Health Conditions

Fields under Personal Particulars, Family & Significant Others, and Health Conditions are auto-saved when you click outside the input box. When the toast notification appears in the top right corner, it indicates that your information has been successfully saved.

Personal Particulars

This section is divided into three parts:

  • Bio - Displays key identification details such as NRIC/FIN, date of birth, sex, nationality, marital status, and more.

  • Contact - Displays the client’s registered phone number(s) and email address, and allows for up to two alternative contact details.

  • Residential - Displays the client’s primary registered address, and allows for up to two alternative addresses.

Selecting the "Primary" checkbox for a contact or residential address will update the top bar to display the chosen address.

Overview - Personal Particulars - Bio
Overview - Personal Particulars - Contact
Overview - Personal Particulars - Residential

[Learn more about how to auto-populate information by having the client log in with Singpass here]

If personal particulars are retrieved via Singpass, they will be read-only and cannot be edited, as these fields reflect official records for accuracy. If a client is hesitant to provide their information via Singpass, we recommend using the alternative phone number and address fields instead.

Family & Significant Others

This section provides an overview of the client's family structure and important relationships, helping caseworkers understand the client’s support system and potential caregiving arrangements.

Table

The family members are sorted as follows: spouse > children > parents > others (including step-children and step-parents).

  • Click a member's card or the button to expand it and enter additional details.

  • To add a member, click Add member .

Overview - Family and Significant Others - Table

Icons on the right side of a member’s card provide a quick summary of their relationship to the client:

  • Star = Main Caregiver

  • Mic = Main Spokesperson

  • Call = Not in Contact

  • House = Staying with Client

  • To delete a member, click on the button on the member's card and select delete User. This action cannot be undone.

Genogram

Overview - Family and Significant Others - Genogram (upload file)

  • Upload a genogram file by selecting a file or dragging and dropping it into the attachment box.

Overview - Family and Significant Others - Genogram (file uploaded)

Genopro files cannot be rendered directly but can be stored in the Documents tab. You can upload a screenshot as a PNG file and drop the Genopro file in Documents.

Health Conditions

This section enables you to document the client's medical conditions.

Overview - Health Conditions
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