Quick Profile & Quick Notes

The Quick Profile within Healthie allows you to retrieve relevant information that may be useful as you are charting and / or taking additional actions on a client. This enables you to have important information on a particular client at your fingertips for faster reference to complete actions required for client care. 

Quick Profile Overview

The Quick Profile is an easily accessible aside modal that allows for seamless access to relevant client information while charting and/or taking additional actions for a client. 

Organization owners can customize which components appear on the quick profile to show the most relevant information clinicians need to see while charting, taking notes, and delivering care. 

1. Navigate to Settings > Client Profile > Quick Profile
2. Use the buttons and three dot menu to re-order, add, and/or remove components from the profile
3. Drag and drop to reorder the sections
4. Click Save to apply the layout changes across your organization

Once the new Quick Profile Profile configuration is saved:

• The new layout will be reflected immediately for all team members.
• Everyone on your team will see the same components, in the same order.
• No client data is deleted — hidden components are simply removed from view and can be restored at any time within the Quick Profile Settings.

Components You Can Customize in the Quick Profile

You can choose to include, remove, or reorder any of the following sections:

• Additional client information 
• Tasks 
• Quick Notes
• Appointments
• Insurance eligibility 
• Packages
• Financials

In an upcoming release, we will enable you to add the following sections to the quick profile:

• Allergies and sensitivities
• Diagnoses
• Labs
• Medications 
• Vitals 

Information Displayed in the Quick Profile 

Specifically, Quick Profile enables you to reference fields that may include:

• Profile Header
  • Client profile picture
  • Full Name
  • DOB and Calculated Age (ie. 45 years)
  • Gender and preferred pronouns
  • Client Tags
  • Client ID number
  • E-mail address
  • Phone Number
  • Location and Timezone

• Additional Client Information
  • Client group
  • Client since (date)
  • Last active (date)
  • Last Fitbit sync (date)
• Tasks: View tasks associated with this client.
  • Edit, archive, or delete tasks
• Quick notes: Jot down free text notes relevant to the client.
• Appointments: Upcoming and past appointment details at a glance.
  • Add an appointment directly, without having to navigate to your Calendar.
  • View appointments details
• Insurance Details:
  • View insurance policy information
  • Add a new policy
  • View or add benefits information and eligibility if available
  • Access call reference history
  • Request client complete insurance billing form
• Packages: View purchased client packages.
• Financials: Displays recent payments and payment methods on file.
  • Directly add a new payment method.

The Quick Profile also supports embedded Tabs that allow providers to access key information from the client.

• Goals: Recently completed and outstanding goals of a client.
  • Adjust the date range
  • View completed and incomplete goals
  • See goal completion percentage and streaks
  • Filter by daily, weekly, and one-time goals
• Journal Entries: Recent journal entries uploaded by a client.
  • Adjust the date range
  • Adjust the view (entry view or list view)
• Forms: When a form has been created for, assigned to, or shared with this client, it will be listed on this page.

Quick Notes Overview

Quick Notes can be used to store and quickly retrieve general information about a client that does not need to be included in a chart note. For example, if you want to keep track of specific facts about a client that you can quickly refer back to in subsequent sessions, quick notes can be used. 

These notes can be seen in the client overview, charting, and in a created appointment. 

Quick notes are private, and cannot be seen by the client. Quick notes save automatically when you type, and there's no need to press "Save"

Within an organization, multiple members of all permission levels can add, edit, and delete content within quick notes.