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.
- Documents: files that belong with this client, such as records a previous provider sent over, a signed release of information, or chart notes imported from Jane. Upload a PDF or image (up to 25 MB each) with the Upload button or by dropping files onto the section, and open any document in a new tab. Requires HIPAA mode for US practices; every open is recorded in the audit log.
- 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.
- Upload a document to keep outside records with the client.
- 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 the clients their client access allows, and a note's own privacy decides who else can read it (see Clinical Notes). When HIPAA mode is on, activity on these records is recorded in the PHI audit log; see HIPAA Compliance.