Changes under Client and Client's chart

The new release 10.6.0 includes UI changes and re-organization of information under Clients and in the client's chart.

Here are the changes under the Clients

1. Removed the red trash next to the name of the client and moved it to the chart. To archive a client you can now open the chart and click red trash can.

2. Removed the green edit button. To edit client account, you can now open the chart first and then click on Account.

BEFORE

AFTER

Here are the changes under the CHART

1. Replaced tabs with icons with simpler navigation and underline option and reduced multiple levels of navigation for quicker access.

Here are the screenshots of before and after.

BEFORE

AFTER

2. Edit Account blue button was replaced and ability to edit main account information (e.g., name of client, email, etc.) was moved. You can now access account information in the chart by clicking Account.

BEFORE Edit Account

NOW:  Edit Account is under Account

3. Archive Client red button was moved next to the Add Sticky Alert and it is now a small red icon.

BEFORE Archive Account

NOW Archive Account

4.  Replaced blue back button with an arrow

BEFORE BACK button

NOW Back arrow

5. Moved Consent forms, intake forms, shared resources and attachments to a new section in the chart , titled Documents, so they are all organized in one location and easier to find.

BEFORE (all forms and doc in different places)

AFTER : all forms and docs can be accessed from one place - Documents

6.  Notes (chart, progress, assessment and treatment plans) are on the first level of navigation in the chart under Notes.

BEFORE

NOW

7. Groups tab, Therapist tab, Clients, Action Log and Stripe under the client's chart were all moved to Account.

BEFORE 

AFTER

8. Client Alerts and Sessions were moved in the chart and they are now on the first navigation level vs under Clients Details.

BEFORE

AFTER