Journey - Overview

A journey's Overview 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.

Contacts

The Contacts area shows the information for the primary client and any other contacts associated with the journey (eg. partners, spouses, parents). Switch between the contact card displayed has their own card which can be accessed by clicking on their name in the sidebar.

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.

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.

Quick Actions

These are buttons to do actions on other tabs, but do it quickly from the first tab.

Share this Profile

The Share this Profile area indicates team members the client has been assigned to, as well as other contacts 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.