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
If the name of a family member is hyperlinked, it means they are also known to Social360.
Hyperlinked Family Member
Clicking it will show any active services they are linked to.
Pending / Active Cases with
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.
button to expand it and enter additional details.
button on the member's card and select 
