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How to View a Patient's Details Page

Accessing a patient's Detail page

1). From your Dashboard (this is where you are taken after successfully logging in), click the “Clients” tab.

2). Locate the patient whose details you would like to view. If you have trouble finding the patient on the list in the “Clients” tab, try searching for the patient in the “Search Clients” box at the top of the page.

3). Once locating the patient, click the “Detail” button that corresponds with their name. This will take you to the patient’s Detail page.

Information on a patient's Detail page

You can view basic information about your patient on the Detail page, as well as schedule sessions, edit patient information, assign measures and perform other administrative tasks. The most commonly used functions and content accessed on the Detail page are: 

  1. Access to most recent feedback report

  2. View demographic information (assigned care team, DOB, phone number, email, etc.)

  3. Edit demographic information

  4. View caregiver information

  5. Edit or enter caregiver information

  6. View past and upcoming sessions

  7. Schedule sessions

  8. Change demographic information

  9. Change notifications preferences

  10. Assign measures

  11. View measures protocol

  12. View and add episodes of care

  13. View consent history

  14. View and add insurance eligibility

  15. View enrolled experiments