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Client Management

Therativities keeps all your client information organized in one place — profiles, guardians, sessions, goals, billing, and documents.

Adding a client​

  1. Click Add New Client in the sidebar (or the floating action button on mobile)
  2. Fill in the required fields:
    • First Name (required)
    • Last Name (required)
    • Sex (required — Male or Female)
    • Date of Birth (age is calculated automatically)
  3. Click Create Client
  4. You'll be asked: Onboard Now or Skip For Now
    • Onboard Now takes you to the guardian info step to add parent/guardian details
    • Skip For Now creates the client and you can add details later

Client list​

Your client list shows all active clients in a table with these columns:

ColumnDescription
Client NameSortable by first or last name
Next SessionDate and time of the next scheduled session (clickable)
Last SessionMost recent session (clickable)
Past SessionsCount of sessions needing review
StatusCurrent status badge
ActionsQuick action menu

Status badges​

  • In Session (green) — A session is currently in progress
  • Scheduled (blue) — Has an upcoming session
  • Not Scheduled (gray) — No upcoming sessions
  • Start Onboarding / Finish Onboarding (purple) — Client setup is incomplete

Filtering and sorting​

  • Search — Filter by client name or parent name
  • Sort by — Next Session, Last Session, Past Sessions, First Name, Last Name, or Status
  • Show Archived — Toggle to include archived clients

Quick actions​

From the actions menu on each client row:

  • Plan Session — Jump to the next upcoming session
  • Process Billing — Go to billing for the last session
  • View Details — Open the full client profile
  • Archive Client — Remove from active list (can be unarchived later)

Client profile​

Click a client to open their full profile. The profile is organized into tabs:

Overview​

A dashboard for this client with key stats, recent sessions, and a goals summary.

Sessions & Schedule​

View all past and upcoming sessions. Book new sessions, manage recurring schedules, and review session history.

Goals & Treatment​

Set long-term goals, short-term objectives, and track measurable progress. Use the Brain Dump feature to speak or type unstructured observations and let AI structure them into goals.

Evaluations​

Create and manage evaluation reports. Upload clinical observations and test scores, then use AI to generate comprehensive evaluation reports.

Client Info​

Basic profile — name, date of birth, age, sex, diagnosis, notes, and primary concerns.

Guardian Info​

Add and manage guardians (parents, caregivers). For each guardian:

  • Name, email, phone, and relationship
  • Invite to Dashboard — Send an email invitation so the parent can access the Parent Portal

Clinical Details​

Clinical notes, observations, and other provider-specific information.

Service Details​

Configure which services and rates apply to this client.

Documents​

Upload and manage documents related to this client.

Account History​

Activity log showing key events and changes.

Billing & Charges​

View billing history, manage payment methods, and process charges. See Billing & Payments for details.

Access & Permissions​

Control which team members and entities can view or edit this client's information.