How to navigate Client Profiles (for therapists)

This guide explains how the Client Profile centralizes key client information, like personal data, diagnoses, meds, documents, providers, behaviors, interventions, authorizations, insurance, scheduling limits, and oversight.

23 steps

Abamatrix

## **Why you'll love the Client Profile experience** ✅ **Quick access** to all client information \ ✅ **Organized layout** that makes it easy to locate the details you need.\ ✅ **User-friendly navigation** designed to streamline your workflow.

Go to the **Clients** section to view a list of your clients.

To open a **specific client profile**, click on the **client’s name**. Their **Personal Info** will be displayed by default.

Navigating the Client Profile

There are two ways to **navigate the client’s information**: - **Using the tabs** at the top of the profile, or - **Using the General Menu** to view all sections at once.

**Using the tabs:** Navigate through the client profile by selecting the different tabs at the top.

You can use the arrows on the left or right to scroll through the sections

**Using the General Menu:** Click the **General Menu** button in the upper-right corner of the screen (hamburger icon) to view all sections at once.

From there, **select a section** to view its details and expand any **subsections** as needed.

Exploring the Sections:

Each tab in the client profile contains specific information about the client. Below is an overview of what you can find in each section:

* Info

Under the Info section, you will find: - **Personal:** Basic client details (name, DOB, etc.) - **Address:** Client addresses - **Medication:** Medications - **Notes:** General notes related to the client

* Caregivers/Guardians

Under this section, you will find a **List** with all caregivers or guardians linked to the client.

* Documents

Under this section, you will find a list of **documents** organized according to your agency’s client folder structure.

* Providers

Under the Providers section, you will find all **assigned providers** currently working with the client, as well as past assignments.

* Skills & Behaviors

Under the Skills & Behaviors section, you will find: - **Maladaptive Behaviors** - **Replacement Behaviors** - **Skills**

When you open a **behavior, replacement, or skill**, the details are organized into clearly labeled and visually separated tabs.

This allows you to move easily between sections without losing context and supports quick access to specific information during both review and editing.

From these sections, you can **edit active information** (e.g., correct the wording of a procedure) or **change** it using effective dates (e.g., add a new procedure or measure starting next week).

* Interventions

Under the **Interventions** section, you will find all intervention strategies associated with the client.

* Competencies

Under the Competencies section, you will find: - **Caregiver Competencies:** Caregiver goals - **RBT Competencies:** RBT goals

* Healthcare Providers

Under the Healthcare Providers section, you will find external **healthcare professionals** involved in the client’s care.

* Authorizations

Under the Authorizations section, you will find the **Approvals**, which are authorized services approved by the insurance, including service type, approved hours, and effective date ranges. These approvals are required before scheduling sessions and are used to track available units and ensure services stay within authorized limits.

* Insurance

Under the Insurance section, you will find the client’s **insurance** details, including both current and past insurance records.

* Eligibility checks

Under the Eligibility Checks section, you will find a record of all **eligibility checks** that have been run for the client. This section is available only if your agency has billing integration enabled.

* Preferences

Under the Preferences section, you will find client **preferences**. This information is used in session notes, where preferences appear as reinforcement options for the client, and in behavior treatment plans.

* ABC

Under the ABC section, you will find **Antecedent-Behavior-Consequence** (ABC) data. This information is also used in behavior treatment plans.

* Scheduling Restrictions

Under the Scheduling Restrictions section, you will find **Blocked Dates,** specific dates when sessions cannot be scheduled, such as client unavailability. This prevents scheduling conflicts and ensures accurate planning.

* Oversight

Under the **Oversight** section, you will have a centralized view of sessions and key clinical reports, including monthly reports and behavior treatment plans.