Client Profile and Overview

The Profile tab is where you find and update a client's core details after they've been created. This includes their personal information, contact details, department assignments, and photo. Everything you entered when adding the client lives here, and it's all editable as things change over time.

What's on the Profile Tab?

When you open a client and click Profile, you'll see their Overview. This shows:

• Their profile photo and name
• Age, calculated automatically from their date of birth
• Contact details like phone and email
• The departments they're currently assigned to
• Any additional fields your organization has added to the client form
• Their billing information, if you have billing access

The Overview is a snapshot of who the client is. For a more detailed structured summary of the client as a person, see One Page Profile.

How Do I Update a Client's Details?

Let's Update a Client's Profile

1. Open the client's record from the Clients list
2. Click the Profile tab at the top of their record
3. Click "Edit Overview" to open the edit form
4. Update the fields you need to change, including name, photo, date of birth, gender, phone, email, and department assignments
5. Complete any additional form fields your organization has configured
6. Click Save and the changes take effect immediately

And you're all set! The updated details appear on the Overview straight away.

Updating Department Assignments

You can add or remove departments for a client from the same Edit Overview form. Select or deselect departments using the department picker and save.

Heads up, removing a department from a client doesn't delete any clinical work that's already been done in that department. Existing sessions, assessments, and goals remain on the record. It only affects what's available going forward for that client in that department.

Adding a new department opens up that department's assessments and clinical areas for the client immediately after saving.

Updating the Profile Photo

You can update a client's profile photo at any time from the Edit Overview form. Click the photo area to select a new image and save. The new photo appears across the client's record straight away.

Common Questions