Client Profile

The client detail page is a single view of one person. Open a client from the Clients list to see everything Stillpoint knows about them.

Sections

The profile is organized into these tabs (some are gated by plan):

• Contact info: name, email, phone, address, date of birth.
• Appointments: past and upcoming sessions with status and the practitioner who saw them.
• Notes: clinical notes for this client, encrypted at rest. Solo and above.
• Treatment Plans: active and completed plans with goals, interventions, and progress. Solo and above.
• Assessments: scored questionnaires (PHQ-9, GAD-7, etc.) tracked over time. Solo and above; gated behind the assessments_enabled flag.
• Intake Forms: submitted intake forms and pending sends. Solo and above.
• Family: family relationships linking this client to other client records. See Family Groups.
• Billing: invoices and payment history.
• Insurance: primary/secondary insurance, member ID, and real-time eligibility checks. Solo and above; US Stedi integration.
• Payment methods: cards on file via Stripe.
• Wellness Perks: Sisu and Mello promo code for this client.

Quick actions

From the profile, you can:

• Book an appointment without leaving the page.
• Create an invoice from a recent session.
• Send an intake form the client fills out by email.
• Check insurance eligibility in real time (Stedi-connected practices).
• Mark inactive to hide the client from the active list.

Privacy

Clinical notes and intake answers carrying PHI are stored with database-level encryption. Practitioners only see notes for clients they have access to. When HIPAA mode is on, every access is recorded in the audit log; see HIPAA Compliance.