We've tidied up the top of the client profile, so you can see more of your client's story on one screen. A new summary brings the key details together, and the action bar is now a single compact row of icons.
Nothing you rely on has gone. Everything works the same way, it's just easier to find.
Watch the short walkthrough below, or keep reading for the details.
The new summary
Under the client's name and contact details, a summary now shows the most useful information at a glance:
Groups: the groups the client belongs to
Packages: packages assigned to the client, such as Better Access
Next: the client's next appointment, with the practitioner, date and time
Consent: signed consent forms, with the date each was signed
Referrals: referrals on file and their status
Plan: the client's active plan
Hover to read, click to open
Longer items are shortened to keep the summary compact. Hover over any item to read it in full.
Click an item to go straight to that part of the client's file. For example, clicking a consent form opens the Consent Forms tab.
Click a row heading, such as Groups or Consent, to open that whole tab.
Quick actions on each row
Hover over a row and a + appears on the right. Use it to act without leaving the client's profile:
Next: book an appointment. The booking panel opens right there on the profile.
Consent: send a consent form.
Groups: add the client to a group (Superusers).
Packages: assign a package (Superusers).
Hide or show the summary
Need more room? Click the arrow at the top right of the client header to hide the summary. The client's details and the action bar stay in place. Click the arrow again to show the summary.
A compact action bar
As more actions have been added to the client profile, the old labelled buttons were spreading across several rows. The action bar is now a single row of icons.
If your workspace has AI licences, your AI tools sit together at the start of the bar, marked AI:
PDF to case note
Summarise history
Draft letter
Transcribe
Note companion
They're followed by Add Service, New Case Note, Set Form or Assessment, New Letter, New Report and New Invoice. Hover over any icon to see what it does.
Everything else works exactly as it did before. New Letter still opens your letter templates, New Invoice still opens the invoice, and Add Service still opens the booking panel.
Good to know
No features have been removed. The header has been reorganised to show more in less space.
Hover over any shortened item or icon to see its full name.
The + actions for Groups and Packages are available to Superusers.