Client Profile in Detail
When viewing the client profile there are many different sections associated. This will be your guide for any and all screens within the Client Profile section. This article will also contain links to more information, when applicable.
In this article:
The profile details are where you will input or have merge fields of the Forms input to fill in your basic customer contact information.
The numerals in brackets after the client name (John Smith (1) in the screenshot above) is usually referred to as The Client Profile Number (or Client ID#).
It is a system setting and is allocated to a Client Profile consecutively at the time of creating the Client Profile. This is something that cannot be customly updated.
Here you can use the Classifications from your Custom Lists to help categorize your customers by various treatments or service types.
Here is where related clients would be listed or other parties associated with that particular client. Learn how to add Client Contacts here.
If a patient is referred by another practicing business this is where it will be displayed. For more information on Referrers click here.
Here you can specify exactly how you would like an Individuals Reminders will go out. If you do not edit this for the client it will just default to what you have set under Setup → Configuration → Reminders.
Tasks enable you to be automatically alerted to events like client birthdays, recurring appointments ending or when a session pack has ended and can be customized so that you can choose what and when you are reminded and how you action the reminder.
On this screen, you will find all of the Appointments listed for that specific client, including date, time, location, calendar, status, as well as any Session Notes or Notes input into the Appointment Details on your Calendar screen. You can choose different filter options if you would like to see Future Appointments Only or Deleted Appointments.
This will let you see the statistics for that specific client about how many Appointments they have booked, attended, cancelled, etc.
Here's a bit more information about what is included in client statistics:
- The total number of non-deleted appointments (including all statuses)
- Total attended = the number of non-cancelled, non-Pending appointments.
- Attended appointment this calendar year = the number of appointments this year with a status of Confirmed, Arrived or Completed
- Attended appointments since last referral = the number of appointments since the last referral with the status of Confirmed, Arrived or Completed
- Future appointments = non-cancelled appointments booked after today's date and time.
- No Shows = number of appointments with No Show status over the client's lifetime
- Cancelled Appointments = number of appointments with Cancelled status over the client's lifetime
- Late Cancelled Appointments = number of appointments with Late Cancelled status over the client's lifetime
- Rescheduled Appointments = number of appointments with Rescheduled status over the client's lifetime
- Attendance Rate = number of Pending, Confirmed, Arrived, Completed over the total number of booked appointments prior to the current date and time.
This screen is what you will use when you want to conduct a Telehealth session with the client. Make sure you only have one browser window open and send your client the link to get started!
On this page is where you would save payment information for the client. De-Identify Invoices setting would remove the Client's Name and Appointment Time. Here you can also specify a percentage or amount of discount automatically to that particular client's invoices.
- The Extra Invoice Info can be used to add some client-specific information that will be populated on all their invoices automatically.
- The Bank Account form saves the client's bank account details to be used for submitting Medicare Patient Claims. The bank details added here will override the client's bank details registered with their Medicare card.
- The Add Credit Card form feeds into your Stripe account and the client CC details will be securely saved there to be used for Stripe online transactions.
This is where you can specify the insurance that the client uses if they have one. If you are in AU we do integrate for DVA/Medicare Claims. For more on Medicare Claiming click here.
In this part of the profile, it will show all paid and outstanding Invoices for the client. You can see what Appointments they are associated with and can edit them if necessary.
This section will show all payments that have been made by the client with the amount and the method of payment.
In some instances, you will need to create Statements for the client, insurance or a Third Party. This is where you can create and view those. In this example, the statement is all of the July invoices combined in the form of a monthly statement.
You can use Session Packs to keep track of prepaid subscriptions a client has bought, the number of appointments your referral has had with your clinic and the pending appointments a client has to take with you.
Here is where all the Session Notes will be displayed for this client. The pink is an Admin Note and the grey is a Session Note.
This is where any Client Uploads will be displayed. You can drag and drop any pertinent client documents into this section to be saved and stored.
Any SMS or email messages sent to the client through the system will be displayed here in the Correspondence section.
Any Forms that have been sent to or completed by the client will display on this screen. The pink is an Admin Form and the grey is a Clinical Form.
Here all the Communication activity will display as it does in the Correspondence section, but will only show the last year.
New SMS, New Email, New Letter
These next three sections of the profile are where you would create/send out a communication to your client. You have the option for SMS/Text, Email or Letter format.
A dedicated Toll-Free Number (TFN) is required to send/receive SMS messages in the USA and Canada. For more details, please click here.
On the Manage section of the Admin Tab, there are many settings available to you.
- You are able to control whether the person input is a Client, Referrer, Contact, Third Party or combination of the four.
- Primary Practitioner can be set up manually by the user or will be assigned automatically when a new client books their first appointment via your Client Profile. The Primary Practitioner will have access to the confidential information, including clinical notes, files and forms.
- Users with Access have the same level of access to client profile as their Primary Practitioner. Can be used when the client has appointments with more than one practitioner.
- Alert notes let you put an Alert on the Client account that will pop up in the Client Details under the Notes section when booking an Appointment.
- New Appointments - you can either allow or block the ability to create new appointments. This will affect manual bookings made by the staff members and the online bookings made by clients via the Client Portal.
- Default Appointment Flag will make it so that anytime that person books, their Appointment is automatically flagged.
- New Portal Password allows you to enter a temporary password for the customer to have access to their account.
- Appointment Warnings will display a warning icon on the diary screen.
- Xero Contact Id will be used if you use the Xero integration.
- Subscribe to Marketing Communication toggle will determine if they will be sent Marketing emails when Sending a Marketing Campaign.
- Personal Data Consent is used to record if a client has provided consent for you to collect, store or process their personal data. (Applies when a client lives in the EU and are subject to GDPR.)
- The coloured buttons on this screen allow you to: Merge with Another Profile in case of duplicates or needing to merge information, Archive the client if you no longer want them active, or Delete the client if you want to remove them from your system completely which is irrecoverable. Archiving and Deleting Clients has more on this topic.
Only Admin Notes will display in this section. They also display on the Records section in pink.
Only files saved here will display here. They will not display in the client records.
Only Admin Forms will display here. Admin and Clinical Forms will display up in Records.
Once you integrate Physitrack into your Power Diary, this will add another tab to the Client Profile. This will direct you to their Physitrack Profile.