How to navigate Client Profiles (for therapists)

This guide offers a detailed overview of the newly updated client profile interface , designed for enhanced navigation and organization. It highlights features that allow users to access key information faster and with fewer clicks, making the experience more intuitive. This guide will help you explore the new interface’s benefits before deciding whether to switch layouts.

Why You'll Love the Client Profile Experience

✅ Quick access to all client information with just a few clicks.

✅ Organized layout that makes it easy to locate the details you need.

✅ User-friendly navigation designed to streamline your workflow.

✅ Flexible interface that lets you switch between menus or use the classic view if preferred.

Getting Started: Accessing the General Menu

1. When you open a client’s profile, you will see the new layout.

The Personal Info section will be displayed by default.

2. To access the General Menu from here, you can:

  1. Click on the client’s name in the navigation path (top right).

3. 2. Click on the General Menu button for quick access.

4. From the General Menu, select any section to view its details or expand its subsections.

5. Navigation Path & Menu Controls

  • The upper-right section of the window shows your current location in the profile.

6. Click on any part of the navigation path to redisplay at any time

  • a Subsection menu or
  • the General Menu

Exploring the Sections

7. This new-look restructures and groups existing information for a more organized and intuitive experience.

For example:

Client’s Info → Now includes the subsections

  • Personal
  • Address
  • Notes

8. Caregiver/Guardian → Organized into

  • List of Caregivers

9. Skills & Behaviors → Groups

  • Maladaptive Behaviors
  • Replacements Behaviors
  • Skill Acquisition

10. Competencies → Includes

  • Caregiver Competencies
  • RBT Competencies

11. Scheduling Restrictions → Consolidates

  • Blocked Dates

Switching back to the Old Interface

12. If you prefer the previous layout, you can easily switch back:

Click on the icon in the top-right corner of the screen "Switch to the old look"

13. This change will restore the previous interface, but you can switch back to the new layout anytime by following the same steps.

14. The client profile layout is designed to provide ample space for viewing information, making it easy to review details at a glance without feeling cluttered.

15. Tabs are clearly labeled and visually separated, helping you move seamlessly between sections without losing context. This structure supports quicker access to specific information during both review and editing.

16. Within each behavior, replacement, or skill, you’ll find clearly structured tabs such as: