A client's profile

Click any client's name, anywhere in Caseglen, to open their profile.

#The header

• Clients above the name takes you back to the list.
• The status button next to the name, for example ● Active ▾. Click it to change the status. See below.
• One line of facts under the name: age, services, language, and when they reached out (potential) or since when they're a client (active).

On the right:

• Mark as onboarded – only for potential clients.
• New task – a task about this client. You can also press N.
• ⋯ – Edit details, and Delete… for directors.

#Call, Text or Email in one tap

Under the name, the header shows who the office calls: the parent or guardian (with the relation), or the client if there's no guardian.

• Call – opens your phone app.
• Text – opens a text message.
• Email – opens a new email.

The buttons show only when there's a phone number or email.

#Care team at a glance

Next to the contact, Care team shows small pictures and the first names. Click the names to jump to the Care team card.

#The status menu

Click the status button to see what you can do:

• Mark as onboarded (potential clients)
• Make inactive (potential and active clients)
• Reactivate (inactive clients)
• Move back to potential (active clients, directors only)

See Mark as onboarded and Make inactive or reactivate.

#The rest of the page

On the left:

• Log – calls, notes, tasks and changes. Press L to jump to it. See The log.
• Tasks – open tasks about this client with status, due date and who has it. Recently done shows finished tasks with their notes.

On the right:

• Details – date of birth and age, parent or guardian, phones, email, address, language, services, referral source and intake date. Empty fields are hidden.
• Care team – therapist, peer and case manager, with call and email buttons. See Build a client's care team.