Skip to main content

Navigating the client Overview page

Navigating the client Overview page

On a client’s Overview page, you can use the various dropdown menus to sort through dates and view specific client documentation. 

Clicking All time will open a calendar dropdown menu, where you can select a date range to view for the client.

alltime.simplepractice.overviewpage.png

Clicking All items will open a dropdown menu, where you can select to view the following:

  • All Items
  • Assessments
  • Diagnosis & Treatment Plans
  • Mental Status Exams
  • Appointments
  • Chart Notes
  • Questionnaires

allitems.simplepractice.overviewpage.png

If you’d like to view all information for each item, you’ll want to click the 2 row icon for Excerpt View.

exerptview.simplepractice.overviewpage.png

If you’d rather view less information, you can click the 4 row icon for List View.

listview.simplepractice.overviewpage.png

Still have questions?

Get more help