How To: View Documents from a Client's Profile

You can easily access and review client documents, including progress notes, assessments, and legal documentation, from their profile.

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Steps to View Documents:

1. Navigate to the Client Profile

   • Go to Clients > Client Profile > Documents.

2. Use Filters to Refine Results

   • On the Documents page, you’ll see several filtering options:
     • Date Picker: Filter documents by a specific date range.
     • Staff Filter: View documents created by a specific staff member.
     • Template Filter: Filter by a specific document template.

3. Explore Document Tabs

   • There are two tabs available:
     • Notes: Displays all progress notes, such as B.I.R.P. and P.I.E. notes.
       (Image: Notes tab highlighted with example notes listed)
     • Assessments & Docs: Displays assessments like psych evaluations, biopsychosocial, and intake documents. This tab also includes any clinic or legal documents submitted.

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Note: Filters can be combined to quickly locate specific documents.

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