Client Summary
The client summary provides a complete overview of the journey of the client through treatment to date — all on one page.
Overview
The client summary, accessed by the Summary tab, provides a complete overview of the journey of the client through treatment to date. Having a summary on one page allows you to get a comprehensive overview of everything concerning that client's journey. This is of great help in reflective practice, supervision or in the provision of reports to a referrer.
Exporting the summary
The summary information can be downloaded and exported as a CSV file and then opened in programmes like Excel or Google Sheets. Equally, the page can be printed from your browser, either as a PDF or as a hard copy.
Session scores
All the important treatment dates and the measure scores at those treatment dates are listed beneath the profile section.
Problems, Goals & Notes
The problems and goals identified by the client are displayed, along with all client notes captured on the profile page and session pages.
Archiving closed cases
Health records typically need to be retained for at least 7 years. We recommend creating an archive of closed cases using this summary page — by either printing to PDF or hard copy and securely storing.