Find a client and open their page
The Clients list shows your clients. A therapist sees their own clients, and a practice admin sees every client of the practice. You can open a client’s page from the eye icon when the client allows it: for your own clients, when they allow you to view their data; for a colleague’s client, when they allow practice admins to view their data.
Open a client’s page
Section titled “Open a client’s page”- In the portal menu, click Clients.
- Find the client. Names and e-mail addresses are hidden by default, so that they are not shown by accident in a video session. Point at the number in the ID column to see the name, or click Show Clients Personal Info to show everyone’s details. They hide again after one minute, or when you click Hide Clients Personal Info.
- Click the eye icon in the client’s row.
If the eye icon is grayed out, the client does not allow you to view their data from this list. If they are your own client, you can still open their page from Caseload: click the client’s row. Click the column titles to sort the list, and use the filter icons next to ID and Email to find one client.
Read a row
Section titled “Read a row”| Column | Shows |
|---|---|
| ID | The client’s number and their initials. Point at it for the full name. |
| Account Type | Free, Premium, Premium via Practice or Non-App Client. See Set a client’s account type. |
| Access | An eye icon if the client allows viewing and a pencil icon if they allow editing. For a colleague’s client, a practice admin sees what that client allows practice admins. A crossed eye means no access. Client revoked access means the client switched all their sharing options off. |
| New experience | A label CopingCard shows for some clients. It changes nothing you see or do. |
| Created At | The date the client’s account was created. |
The icons in Actions open, from the left: the Dysfunctional Thoughts Test for the client, the row’s edit mode, the client’s page, and the Case Formulation / Conceptualization. A practice admin also has an icon to move a client to another therapist. The test and formulation icons appear when the client allows you to edit their data (for a practice admin and a colleague’s client: allows practice admins to edit), and they work for a client with a Premium account.
What the client’s page shows
Section titled “What the client’s page shows”Every section of the client’s page starts with the same header, one line that stays at the top while you scroll. With room to spare it shows an arrow and Clients to go back to the list, the client’s initials and name, the ID, chips (App client or No app account, and the account type), and the last session. The buttons are Start Client Session, Start Review Session, Assign homework and Message. When the window is narrow, Message, then Assign homework become icon buttons: point at one to read its name. When the window is narrower still, these disappear one after the other: the last session, then the ID, then the word Clients (the arrow stays), then the initials. The chips shorten. Point at the name to read the ID and the last session. Start Client Session and Start Review Session work as the buttons in the header bar do: see Record a session and See a client’s activity in the app.
Under the header there are two rows of choices, and they stay with the header. The first row has Overview, Sessions & notes, five groups of tools and Find a tool at the end of the first row. When the row is short of room, Find a tool is a magnifier icon: click it to open the field. Click a group, and its tools show in the second row. When the second row is longer than the window, it continues on the next line, so no tool is hidden.
| Group | Tools in the second row |
|---|---|
| Plan | Homework and Worksheets & documents |
| Track | Assessments, Check-ins, Diary card, Sleep diary and Sleep & activity |
| Formulation | Conceptualizations, Vicious Cycles, Functional analysis and Schema modes |
| Skills & exercises | The tools sit under four small labels. Cognitive: Dysfunctional Thoughts Test, ABC Models, Downward Arrows, Worry Trees and Coping Cards. Behavioral: Behavioral Activation, Behavior Experiments and Exposures. Values & motivation: Values and Motivational interviewing. Mindfulness: Meditations. |
| Safety | Safety plan |
Every client has the same tools in the same order, except the tools you hid. The rows show names only, with no counts and no badge for what is new. Every tool looks the same whether the client has used it or not, and you can open any of them. To go to a tool by name, use Find a tool. Each tool’s section starts with its title and, on the right, its buttons: the client is already chosen. Sleep diary, Schema modes, Functional analysis, Motivational interviewing, Values and Behavioral Activation show the client’s results first. Each action sits as a button on the card it acts on and opens in a side panel, and one Assign button opens the Assign homework panel with that tool’s steps already chosen. A client with no data in one of these tools sees one line and one button instead of empty cards. To hide the tools you never use, see Hide the tools you do not use.
Overview opens on Since the last session: one card for each tool with something new, with a link to its section, for example Open Check-ins. A tool you hid shows its card too, marked hidden by you. If you have not recorded a session with the client yet, it shows the last 14 days. Client details & activity holds General Info, Review Sessions, App Usage Info, the usage charts and the Refresh and Activity Calendar buttons: see See a client’s activity in the app. Sessions & notes lists the sessions with this client. The Homework section is described in Track a client’s homework.
| Section | What it shows | Page |
|---|---|---|
| Check-ins | The client’s mood check-ins; record one in session. | Check in on how you are today |
| Diary card | The client’s diary card and its week. | Fill in a diary card |
| Sleep diary | The nights the client reports, and the sleep window you set. | Keep a sleep diary |
| Assessments | Every questionnaire result; take one in session. | Take a PHQ-9 or GAD-7 assessment |
| Functional analysis | The behaviors the client looks at, their records and the formulation. | Functional analysis |
| Schema modes | The client’s modes, check-ins and the mode map. | Schema modes |
| Motivational interviewing | The changes the client is thinking about, with the rulers, the pros and cons and the plan; set one with them. | Motivational interviewing |
| Safety plan | The client’s safety plan; edit it with them. | Make and use your safety plan |
| Behavioral Activation | The client’s week of activities. | Plan activities with Behavioral Activation |
| Values | The client’s values, wheel and wind rose. | Find what matters to you with Values |
| Sleep & activity | The sleep, activity and heart rate the client shares with you. | Share health data from your phone |
The page shows what the client has shared with you. If a client does not let you view their data, the sections that show the client’s own work, for example Check-ins, Diary card and Sleep & activity, read The client doesn’t share this with you. CopingCard does not watch or flag what clients write. You see their entries when you open them, so agree with each client how often you review them and where they can turn if they are in danger.
To see the records of all your clients in one table, use Find records across all your clients.
Who can open a client’s page
Section titled “Who can open a client’s page”- You can open the page of a client who allows you to view their data.
- A practice admin can also open the page of a colleague’s client when that client allows practice admins to view their data.
- If a client switches all sharing off, they stay on the list and their eye icon is grayed out. Their own therapist can still open their page from Caseload, with a click on their row; a practice admin cannot open it for a colleague’s client.