> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The client chart

> Find everything recorded about one person — history, medications, labs, files, billing and notes — and check them in from the same screen.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Solo and Team" roles="Any staff member with access to the client list" />

The chart is the one screen that holds everything recorded about a single person — their details, their visits, what they were prescribed, what was ordered, what they owe and what they have signed. Everything else you do writes into it, so it is the right place to start when you need context before you act.

<Path steps={['Sidebar', 'Clients', 'A client']} />

<AuditNote action="Opening a chart" />

## What you're looking at

The header carries the name, a client-type badge and a status badge, 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** submenu moves the person between **Active**, **Inactive**, **Prospective** and **Archived**.

Seven tabs run across the chart, opening on **Overview**:

| Tab             | What is on it                                                                                                                  |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Overview**    | **Balance**, **Invoices**, **Consults** and **Next Appt**; the check-in card; **Current Medications** and **Recent Diagnoses** |
| **Billing**     | Invoices and payments for this person                                                                                          |
| **Measures**    | Recorded measurements over time                                                                                                |
| **History**     | The visit and activity trail                                                                                                   |
| **Medications** | Prescriptions and e-prescribing — see [Prescribe and e-prescribe](/practice/clinical/prescriptions)                            |
| **Labs**        | Test results filed against this person                                                                                         |
| **Files**       | The health-records vault and shared forms                                                                                      |

A right-hand sidebar stays with you across every tab, in four blocks: **Billing** (**Balance**, **Total Paid**, **Billing Type**, and an **Add Payment** button), **Upcoming** appointments, **Client Info** (**Gender**, **Blood Type**, **Genotype**, **Marital Status**, **Occupation**) and **Contacts**.

On a chart with nothing on it yet, the figures read **0**, **Next Appt** reads **None**, the sidebar shows **No upcoming appointments** and **No contacts on file**, and any field nobody has filled shows an em dash — never a made-up value.

## Sticky notes and status notes

A floating dock sits on the right edge of the chart: two draggable 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**, decide whether to **Pin to top** — "Keep this note above the others" — and select **Add note**. **Tag staff (email notified)** puts it in front of a named colleague.

**Status Notes** is the clinical team's version. It carries a **Visible to all staff** toggle — "Let non-clinical staff (front desk, billing) see this note" — and moves through **Open**, **In progress**, **Resolved** and **Archived**.

<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](/practice/clinical/notes).
</Note>

## Check someone in from the chart

**Overview** carries a check-in card. When nobody is checked in it reads **Not checked in** — "Check the client in for their visit" — with a **Check in** button; once they are, it shows a live dot, the arrival time, who they are with and where, and offers **View** and **Check out**.

Selecting **Check in** opens the **Check In Patient** sheet. It refuses to save an empty visit: "Add a reason, appointment, or at least one item". The full workflow, including checking out and issuing the visit record, is in [Check a client in and out](/practice/work/check-in).

## Who can do this

Role decides whether the chart opens at all. Which charts you can open is decided by the access tier you were given when you were invited.

| Action                                            | Who can do it by default                                                  | Governed by                                                                       |
| ------------------------------------------------- | ------------------------------------------------------------------------- | --------------------------------------------------------------------------------- |
| Open a chart and read it                          | Any staff member with access to that client                               | The access tier chosen when they were invited                                     |
| Open a chart for somebody who is not their client | Owner, manager, and anyone on **Full client list** or **Entire practice** | The same access tier                                                              |
| Edit the profile or change the status             | Any staff member who can open the chart                                   | Role                                                                              |
| Add a **sticky note**                             | Any staff member who can open the chart                                   | Role                                                                              |
| Add a **status note**                             | Owner, manager, clinical roles                                            | Role — the option is absent for anyone else                                       |
| Sign or countersign clinical work on the chart    | The clinician, and their named supervisor                                 | Permission — **Sign and lock a consultation**, **Countersign a colleague's note** |

The four access tiers are **Basic** ("Can schedule and add documentation for their clients"), **Billing**, **Full client list** ("Can see profiles and appointments for all clients") and **Entire practice**. On Solo and Team there is no per-role navigation editor, so apart from the clinical-authority acts above, nothing on this screen is behind a per-action permission — the tier is the lever.

Two behaviours surprise people:

* **Enforcement is opt-in, per person.** A colleague never saved in the permissions sheet is unrestricted. The sheet warns **"Saving starts enforcing"**.
* **A denied action is recorded; an allowed one is not.** Hiding a module from somebody's sidebar is a convenience, not a security boundary.

See [Staff permissions](/platform/team/permissions).

## Where the chart gets its content

| You want to              | Go to                                                         |
| ------------------------ | ------------------------------------------------------------- |
| Add a new person         | [Manage your client list](/practice/work/clients)             |
| Book them in             | [Manage the appointment book](/practice/work/appointments)    |
| Document an appointment  | [Write a clinical note](/practice/clinical/notes)             |
| Prescribe something      | [Prescribe and e-prescribe](/practice/clinical/prescriptions) |
| Send a form to be signed | [Send a document for signature](/practice/clinical/documents) |
| Invoice them             | [Invoices](/practice/money/invoices)                          |
| See who opened a record  | [Audit log](/platform/security/audit-log)                     |

## Common issues

<AccordionGroup>
  <Accordion title="I can open some clients but not others">
    Your access tier is **Basic** or **Billing**, which covers your own clients only. **Full client list** and **Entire practice** see everybody. The owner changes this on your team record.
  </Accordion>

  <Accordion title="Balance shows a figure the client disputes">
    **Balance** is invoices raised minus payments recorded. If money has arrived but nobody recorded it, the chart is right and the record is incomplete — settle it on the **Billing** tab. See [Invoices](/practice/money/invoices).
  </Accordion>

  <Accordion title="A tab is empty when I know there is something there">
    Each tab reads only records filed against this client. A lab result attached to the wrong person, or a note saved without a client, will not appear here — check the module the record was created in.
  </Accordion>

  <Accordion title="The notes dock is covering something I need">
    Both tabs are draggable. Move one up or down the edge of the screen and it stays where you put it next time you open a chart.
  </Accordion>

  <Accordion title="Check in is greyed out">
    The chart is still loading the client record — a check-in recorded before the chart knows whose it is would be attached to nobody. If it never enables, reopen the chart from **Clients**.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="What is the difference between a sticky note and a status note?">
    A **sticky note** is standing information about the person — an allergy to flag, a front-desk preference. A **status note** is the clinical team's running commentary on something in progress, and it has a status you close off. Neither is a clinical note.
  </Accordion>

  <Accordion title="Can a client see their own chart?">
    Only what you publish to them. If they have portal access they see appointments, shared documents and messages — not your notes, and not the dock. See [Turn on the patient portal](/portal/setup/enable).
  </Accordion>

  <Accordion title="Does changing someone to Archived remove their chart?">
    No. Archiving takes them out of your working list; the chart, its history and its invoices are untouched and reappear the moment you set them back to **Active**.
  </Accordion>

  <Accordion title="Who can see that I opened this chart?">
    The owner and any manager, in the audit log — with your name, the record and the time. Reading a chart is recorded exactly like changing one.
  </Accordion>

  <Accordion title="Can I print the whole chart?">
    Not as one document. Each record prints or downloads from its own screen — a note, an invoice, a lab report, a visit record — because each is signed by a different person on a different date.
  </Accordion>
</AccordionGroup>

<StillStuck />