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What information is included in the client profiles?Updated 7 months ago

Click the client link on the left-hand navigation bar to conduct a client search.

Complete any of the relevant input tabs, that include:

  • Biometric information - Age, birthdate, height, weight, gender, Ayubowan status

  • Contact - Email address, phone number(s), link to chat

  • Updates - All actions that have occurred on the client’s account.

  • Appointments - Past and upcoming appointments including the status of each appointment.

  • Labs - All lab tests, their status, and date last updated.

  • Intakes & Assessments - All of the lab test intake information including any additional assessments the client has completed.

  • Wellness Plans - A list of any assigned wellness plans and the date assigned.

  • Notes - All provider notes regarding the client.

  • Purchases - All purchases made by the client.

  • Providers - All providers currently assigned to the client.

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