Everything you need to know about building a client's profile.
The client profile holds all of the important details about clients you're working with. How about a deep dive look at the client profile?
Navigating to the client profile
To reach the client profile, click the client's name on the Client list. This will open a pop up window that takes you to the "Our Work" tab. In the Our Work tab, you'll see "Profile", which highlighted in the orange box below.
About the client profile
All of the client's demographic information lives here in the Profile tab.
Client summary, snapshot, and screener
On the top left you can see the client's name, ID number, and status. In this case, our client's name is Row Allanby, her IMPaCT ID found just beneath her name is 000000051, and her status is Enrolled. Below her status, you can see the "Update Status" button. You can use the "Update Status" button at any time to update your client's status as they move through your program. Learn more on status management here.
Below the update status button is the "Snapshot" box. When clicking the pencil icon to the right, you'll be able to update your client snapshot. As you learned in training a Snapshot is your summary of who your client is as a person, what is important to them (their hopes and fears) and what they want to do to improve their life and health.
Client demographic and contact information
The rest of the client profile screen is dedicated to demographic information. It has fields for standard demographics such as name, date of birth, the client's MRN or ID within your organization, phone number, etc. You'll see fields for pronouns and preferred name which are important for affirming your client and making them comfortable. All fields marked with an asterisk* are mandatory; the rest are optional, but helpful to have.
The referral section indicates whether the client was referred to the program or if they were identified as eligible based on set criteria for your organization. It's nice to know this because you may want to get in touch with the referring person to let them know how your work with your client is going.
The different sections of the client profile can be collapsed and expanded to help you quickly find the information that you need. If any required information is missing or if any information entered is invalid (for example, a phone number is missing a digit), an orange alert will appear at the section header. Take a look within the section to see what is causing the error; once it's resolved the orange alert will disappear.
Of note, when you're creating a new client the app will check whether the client already exists in the system and, if they do, prevent you from creating a duplicate client. Learn more about how duplicate prevention works here.
Client profile information can be updated at any time. Don't forget to hit the Save at the bottom right when updating!
Feel free to reach out to us at support@impactcarehq.com with any additional questions - we're always here to help. 🙂