What is on it
The header carries the name, client type and status badges, date of birth and age, email and phone, with Edit profile beside it. Under that sits a row of actions — Intakes, Upload, Message, and a ⋯ menu whose Change status option moves the person between Active, Inactive, Prospective and Archived.
A right-hand sidebar stays with you across tabs: Billing (Balance, Total Paid, Billing Type), Upcoming appointments, Client Info and Contacts.
Sticky notes and status notes
A floating dock sits on the edge of the chart: two draggable vertical tabs, Sticky Notes in amber and Status Notes in blue, each with a count badge. Pinned sticky notes also render as dismissible cards on the chart itself. To add one, open Sticky Notes and fill in Title, Note, a Colour and a Priority, then decide whether to pin it — the toggle reads “Keep this note above the others” — and select Add note.A sticky note belongs to the person, not the visit. It follows them into every future visit, so it is the right place for “always needs a chaperone” or “prefers afternoon appointments” — and the wrong place for something that only matters today. Anything clinical belongs in a clinical note.