Client Contact Information
This card shows the client's contact details:
Phone Number: The client's primary phone number
Email: The client's email address
Address: The client's residential address
Primary Language: The client's main spoken language
Secondary Languages: Any additional languages the client speaks
Click the three-dot menu to update these fields. The address field includes autocomplete to help you enter a valid location.
General Information
This card displays demographic and reference data:
Gender: The client's gender
Age: Calculated automatically from date of birth
Date of Birth: The client's birth date
Start Date: When the client started receiving services
Reference Number: A unique code for the client (letters and/or numbers). It helps you identify the client internally and is also shown as the reference on invoices.
Allergies
This card lists all known allergies for the client. We've placed this information prominently because it contains safety information your team needs before providing care.
To add or remove allergies:
Click the three-dot menu.
Type each allergy and press Enter to add it.
Click the X on any allergy badge to remove it.