---
title: View Client
description: This article covers how to view a client.
---
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# View Client
## This article covers how to view a client.
**Jump To:**
[Viewing a Client](https://knowledge.billiyo.com/knowledge/view-client#view)
[The Client Profile](https://knowledge.billiyo.com/knowledge/view-client#profile)
### **Viewing a Client**
To view a client, head to *CRM \> Clients \> View Clients.*
.gif?width=688&name=ScreenFlow%20(21).gif)
On the next screen that appears, locate the client and click on the **+** sign to the left of their name. Then, click on the **Edit Client** button to be taken to the client's profile.
Make sure to select the status of the client that is being searched for in the Status field at the top and then click on the **blue refresh arrows**!
.gif?width=688&name=2022-09-01_10-24-14%20(1).gif)
---
### The Client Profile
Within a client's profile we'll be able to easily see basic information about the client. We'll also have the option edit the client's information by clicking on the **Edit Client Info**. button. If any changes are made to the client’s basic information on the pop-up, click the **Save** button to update.
.gif?width=688&name=2022-09-01_10-26-54%20(1).gif)
We’ll also see icons showing for their payers and caregivers. We can click on any of the icons to reveal additional information.
.gif?width=688&name=ScreenFlow%20(22).gif)
At the bottom of the client’s profile there will be several tabs: 
- Medications
- Add medications by clicking the **Add Medication** tab. Fill out the required fields.
To edit medications, click the **Medications** tab. Click the **green plus icon** to the left of the medication and then click the **blue pencil** **icon**.
To delete a medication, Click the **green plus** **icon** to the left of the medication. Then click the **red trash can icon.**
The **Interaction** tab gives a list of medications that interact and a description of the interaction.
- Contacts
- To add a contact, click the **grey** **plus** **icon.** Fill out the fields that show in the popup and click **Save**.
To view and edit a contact, click the **green plus** **icon** to the left of them. To edit their information, click the **blue** **pencil icon**.
To delete a contact, click the **red** **trash can icon**. A “Delete Client Contacts!” popup will appear; to confirm click the **Confirmed and it’s Correct** button.
If the patient has an Alternate Residence, you can add that address as a contact to them.
- Care Plans
- To view your client’s care plans, filter through the columns.
- Incidents
- Incident reports can be found under the Incidents tab.
To add an incident report, click the grey **plus** Icon. Input the information into the required fields and click **Save Incident Report**.
To edit a incident report, click the **green** **plus** button next to it. Then press the **plus** button next to it. Then press the **blue Edit** **Incident Report** button. Edit the info in the popup that appears and click **Save Incident Report**.
- Not Billable Schedules
- Add, view, edit, or delete not billable schedules.
- Documents
- To add documents, click the **grey** **plus** icon. Select a **document type** in the popup that opens and click **Save**.
Add would be using the + sign to upload a document that was completed outside of the Billiyo system into the client’s profile. PDF is best file type.
To view a document, click the **attachment link** in the columns.
To delete a document, click the **grey** **X** icon next to the document’s link.
- Caregivers
- Caregivers are employees that are connected to clients using a care plan.
To add a caregiver, click the **grey plus** icon.
To edit a caregiver, click the **green** **plus** icon next to it. Then press the **Edit** **Care Taker** button. Edit the info in the popup that appears and click **Add Caregiver**.
To delete a caregiver, click the **Delete Care Taker** button.
- Authorizations
- Add, view, edit the client's Service Authorizations.
- Advance Directive
- An advance directive is a legal document in which a person specifies what actions should be taken for their health if they can’t make decisions for themselves because of illness or incapacity.
To add an advance directive, click the **grey** **plus** icon.
To edit an advance directive, click the **green** **plus** icon next to it. Then press the **Edit Advance Directive** button. Edit the info in the popup that appears and click **Save**.
- Trackable Licenses
- Trackable licenses can be found here like, Insurance card #, Patient PIN, etc.
To add a trackable license, click the **grey** **plus** icon.
To edit a trackable license, click the green **plus** icon next to it. Then press the **Edit Trackable License** button. Edit the info in the popup that appears and click **Save**.
On the right side of the screen we’ll have the ability to:
- Notes — Leave a note in the client's profile.
- All Notes remain Part of the Client Record in the Back Office
- All Notes can be Seen in PDF format and are available to print or send to a third party if needed.
- Client Notes that can be seen in Clinical App:
- Notes for Other Caregivers
- Caregiver Note
- Patient Chart Note
- Client Notes that can be seen in the Caregiver App:
- Notes for Other Caregivers
- Patient Family Note
- Caregiver Note
- Client Communications — Send completed documents to any necessary parties via email or fax.
In order to use the fax functionality, we must be signed up for the Billiyo Communications package.
- Diagnosis — Add, view, edit, reorder, and delete a client's diagnosis codes.
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