The Clients Management page enables you to efficiently handle all aspects of client data. You can easily view, search, and perform various actions on your client list.
Client Portal
When you click on a client, you will be taken to the client portal, where you can access all of the client's information, notes, and view a summary of their last visit. This gives you valuable context for preparing for the next session.
The client portal contains the following tabs:
Overview
The Overview tab displays your client's core details and a snapshot of their most recent session.
Pronoun and Name — Set the client's pronouns and full name. The name and pronouns you set here will be used when generating notes.
Patient Phone Number — Store the client's phone number.
Patient Email — Store the client's email address.
Date of Birth — Add the client's date of birth. You can select from the calendar or type the date in MM/DD/YYYY format.
Last Note Summary — Automatically displays a summary of the client's most recent note, giving you quick context before your next session.
Additional Tabs
Assistant — AI assistant for the client.
Patient Notes — View and manage all notes for this client.
Patient Context — Add background information and context that the AI will reference when generating notes.
Treatment Plan — View and manage the client's treatment plan.
Reports — Generate reports for the client across a selected date range.
FAQ
How do I assign an old note to a client?
Simply go to the note and click '...' -> 'connect to patient'
How do I change a client/patient's name?
You can edit a client’s name and pronouns from the Overview tab in their profile, under Pronoun and Name.
How do I delete a client/patient?
To delete a client, open their profile, click the menu (⋯) in the top-right corner, and select Delete Patient.
Note - this feature is currently available on the web version only.
Is there an import process for creating new patients?
Yes. In the Patients tab (open here), click the three-dot menu and select Upload Patient CSV to import a list of new patients.
The CSV upload currently supports patient names only — one name per row in a single column. Other fields like gender, phone number, email, and date of birth are not imported via CSV at this time. You can add those details manually in each patient's profile after importing.