When you click a client’s name in your account, you’ll be brought to their client profile. From a client’s profile, you can view, edit, and manage their information and files.
The client profile defaults to the Overview tab, which displays a chronological view of client activity, including appointments and documents. You can use filters and view options to control what information is visible.
In this guide, we'll cover:
- Filtering by date range
- Filtering by document type
- Selecting a view option
- Using the right navigation panel
- Next steps
Filtering by date range
You can filter the information visible on the Overview tab of a client's profile by date range. This is useful for reviewing notes, documentation, and client file activity from a specific time frame.
To filter by date range:
- Click All time to open the calendar dropdown menu
- Adjust the date range
- Click Apply
Filtering by document type
You can also filter a client’s Overview tab by document type. Clicking All items opens a dropdown menu with the available filters:
- Appointments (this will display associated progress notes)
- Chart notes
- Diagnosis and treatment plans
- Good faith estimates
- Mental status exams
- Questionnaires (also known as intake forms)
- Scored measures
- Waitlist activity
- Other documents
- Inquiries notes
Selecting a view option
There are 3 view options on the client's Overview tab: List View, Excerpt View, and Expanded View. Each view displays a different amount of detail for items in the client’s file.
List View
List View shows only a condensed display of the appointments in a client’s file without showing note content.
You can select the 4-row icon to enable this view.
Excerpt View
In Excerpt View, appointment notes are shown within a short preview. Select the 2-row icon to enable this view.
To view the full content of a specific note, click Read More within that entry.
Expanded View
Expanded View shows note content in full, which can be useful for reviewing a client’s notes in detail within the client Overview page.
Select the Expanded View icon to enable this view.
Using the right navigation panel
You can expand or collapse sections in the right navigation panel by clicking the arrows next to each section.
From the right navigation panel, you can view, edit, and manage:
- Client billing
- Insurance
- Client info
- Contacts
- Upcoming appointments
- Communication settings
- Uploaded files
- Invoices
- Billing documents
Next steps
From a client’s profile, you can continue managing and reviewing their information:
- To learn how to update a client’s personal details and preferences, see Editing a client’s information.
- To review invoices, billing documents, and payment activity, go to their Billing tab. For more details, see Reviewing a client's billing summary.
- To review notes, uploaded documents, and other client files, go to the Files tab. For more information, see Managing the client's Files tab.