Why Client Profiles Matter
Client Profiles help you:
Keep documentation organized
Auto-fill context for future notes
Generate treatment plans and summaries more accurately
Maintain demographic/clinical data in one place
Track progress over time
They are the foundation for accurate AI recommendations and clean documentation.
Client Profile Overview Video:
What You’ll Find in a Client Profile
1. Client Overview (Top Section)
Displays quick info about the client:
Name, age, pronouns
Active/archived status
AI Client Overview (generated automatically after you complete intake/evals/session notes)
This section reminds you that completing documents and marking them as completed updates the client’s AI summary.
2. Tabs Inside the Client Profile
Each tab stores a different type of information.
Documents
All notes created for this client appear here (DAP, SOAP, BIRP, PIE, etc.).
You can:
Search documents
Sort by newest/oldest
Create a new note from the New Note button
See whether items are finalized or still in progress
Screening Tools
Displays all screening tools you’ve sent the client, once completed.
You can:
Filter by type
Send a new screening (“Send Screening” button)
View completed results once the client submits them
Treatment Plans
Shows:
Active treatment plan overview
Any previously generated plans
You can:
Generate a new treatment plan
AutoNotes will also generate one automatically after you finalize certain notes
Comments
A place to record short internal notes about the client.
Comments are factored into the AI Client Overview
Only you (and your organization, if applicable) can see them
Great for reminders, session context, or clinical details that don’t belong in formal documentation
Consents
This tab stores any consents associated with the client, such as Audio Recording Consent.
Consents appear here once signed.
Face Sheet
The Face Sheet holds core demographic and clinical information, including:
Personal information
Sex/gender identity
Preferred language
Race/ethnicity
Contact info
Medications
Allergies
Diagnoses (primary, secondary, tertiary)
You can:
Update any field
Add medications/allergies
Archive or delete the client
3. Client List View
On the main Clients page, you’ll see:
Every active client
Age and pronouns
Quick status tag (Active)
Search and sorting options
Add Client button
This gives you a fast way to jump between profiles.