Use Client insights

Select a client

Choose the client from the client list or selector and confirm the name before reading, editing, or assigning. Team members can open only clients available to their role and assignment.

Move between work areas

• Improvement Plan contains focus areas, strategies, assignments, templates, and client-facing plan controls.
• Progress and activity areas show available mood, habits, goals, journal, conversation, assessment, and other supported signals.
• Shared work highlights information the client explicitly made available.
• Keep required organizational documentation current alongside provider notes in the product workflow.

When information is missing

Check the connection, sharing state, assignment status, and selected time range. Confirm important information directly with the client rather than inferring from an empty screen.