The Client Summary dashboard gives staff a quick operational view of a client record.

Use the Summary page to understand the client’s current status, related records, intake progress, portal access, and financial/work plan context before opening detailed screens.

Open the Client Summary

1. Go to Modules -> Clients.
2. Search for and open a client.
3. The client opens to the Summary workspace.

Header Information

The top of the Summary page shows:

• Client name
• Client status
• Co-client name when available
• Mailing address
• Reports menu
• Edit Client button
• Help link

Use Edit Client when you need to change intake, contact, demographic, income, or eligibility details.

Portal Access

If portal access is enabled for the account, the Summary page may show a Portal Access section.

This section indicates whether the resident has linked portal access to the client record.

Portal access may show: