Client Profile
The client detail page gives you a complete view of an individual client, including their contact information, appointment history, clinical notes, and billing records.
Profile Sections
- Contact Info -- Name, email, phone, address, and date of birth
- Appointments -- Past and upcoming sessions with status
- Notes -- Clinical and session notes (encrypted at rest)
- Billing -- Invoices and insurance claims linked to this client
Managing Contact Information
- Click the Edit button on the contact info card
- Update any fields as needed
- Click Save to apply changes
Appointment History
View a chronological list of all appointments for this client. Each entry shows the date, service, practitioner, and status (completed, cancelled, no-show).
Quick Actions
From the client detail page you can:
- Book an appointment directly for this client
- Create a note for a recent session
- Generate an invoice for services rendered
- Mark as inactive if the client is no longer visiting
Privacy
All client data is stored securely. Clinical notes are encrypted with AES-256 encryption and are only accessible to authorized practitioners in your practice.