Client Journey Overview

The Client Journey Overview tab is the primary place you can manage a client's care. You can access contact information from here, as well as collaborate, take notes, send invoices and more.

The Overview tab is divided into 6 key areas, which are listed below.

Contacts

The Contacts area shows the information for the primary client and any other contacts associated with the journey (eg. partners, spouses, parents). At any time, click on a contact listed on the right in order to switch to displaying that contact's details.

Add a Contact - When you have a primary client receiving services, it may be beneficial to ad a family member who can also access the client information through their client portal.(refer to our Add a Contact article for more information)

At any time, you can press on a contact's ・・・ button to open it's context menu. The following actions are available from this menu.

View Profile - Here you can easily View or Edit the Contact's Profile, such as their name, email, address, phone number, birthdate, and timezone.
Send Message - You can securely Sending a Message to a Contact. Messages are HIPAA-compliant (if you’re subscribed to the Team plan), ensuring privacy and security.
View Insurance - Insurance information can be stored in the client profile, either entered during initial account creation, manually from their existing profile, or sourced from a lead form.
Send SMS Opt-in - Once a contact completes the opt-in process, they will receive a SMS Notification whenever there is new activity within their Doulado account, such as pending documents and appointment reminders.
Edit Relationship - On a non-primary contact, you may want to update that contact's relationship to the primary contact (eg. Partner to Spouse), either to amend incorrect information or reflect changes. Leaving this blank will set the relationship to 'Client'.

Timeline

The Timeline area shows a log of activity relating to the journey. Most events are shown here, such as documents and files being sent, invoices sent and paid, and when other providers join and leave the care team.

Add Note

Press the Add Note button to start creating a note for this client journey.

Quick Stats

In the Quick Stats area, you can see the journey's status, labels, color and allowed payment methods (eg. bank transfer, credit cards). Along the top, you can find buttons to: Edit, Transfer, Merge, Archive or Delete the journey.

Profile Info

The Profile Info area lists a combination of details recorded by you (eg. names, dates) as well as values automatically derived from other details (eg. Age calculated as the difference between a date and the current date).

The details recorded by you can be customized, changed and re-ordered. There are defaults for clients with certain labels (e.g., birth, postpartum). The data here is best for short values that have clear and concise labels.

Some information will be automatically generated and displayed in Profile Info if there are certain special details present. These may also be displayed in other areas of Doulado, such as the client list's Date column.

Special details:

Due Date - entered in the format MM/DD/YYYY
Delivery Date - entered in the format MM/DD/YYYY

Quick Actions

The Quick Actions area contains easy-access buttons for tasks that would otherwise require navigating to other tabs.

New Invoice - You can quickly create an invoice for this journey. (see Creating an Invoice for more information)
Send Resources - (see our Sending and Uploading Resources for more information)

The Share this Profile area indicates team members the client has been assigned to, as well as other doulas the client has been shared with. From here you can (depending on your permission level) remove access, delete or resend invites, or change permission levels.