Client Profile
ConceptOverview
The Client Profile is the central page for a client’s demographic and administrative information. Other modules link back to this record.
When is it used?
Use the client profile to:
- Confirm identity details before scheduling
- Update contact information
- Review linked insurance and consents
- Open related appointments or clinical history (role-dependent)
Screenshot placeholderClient profile summary pageAdd image under docs/public/images/
Common profile sections
| Section | Typical content |
|---|---|
| Demographics | Name, DOB, sex/gender fields as configured |
| Contact | Phone, email, address |
| Insurance | Linked coverage records |
| Consents | Signed or pending forms |
| Portal | Portal invitation status (if enabled) |
How to update profile fields
- Open the client.
- Select Edit (or the section edit control).
- Update fields.
- Select Save.
::: important Update contact details promptly so appointment reminders and portal messages reach the right person. :::
Related concepts
- Client
- Primary Insurance
- Consent
- Client Portal