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Client field reference

Complete list of client fields with descriptions.

2 min readUpdated 4 months ago

All client fields

Field Description
TitleFormal prefix such as Dr or Ms.

Client full name

  • First name
  • Last name
Legal name used across the system.
Preferred nameThe name the client would prefer to be called.
Date of birth

Client’s date of birth.

Format: DD/MM/YYYY

SexAdministrative sex.

Sex is based on biological and hormonal sex characteristics assigned at birth. Sex is not the same as gender.
Gender identitySelf-described gender.

A person’s internal sense of their gender. This may differ with their sex assigned at birth (e.g., woman, man, non-binary, etc.).
PronounsHow the client prefers to be referred to (e.g., she/her, he/him, they/them).
ProfessionClient’s current or previous job title.
EmailEmail used to receive communications.
Primary phone numberMobile number used to receive communications.
Additional phone numbersExtra contact numbers.
AlertHigh-visibility note shown in key areas: the client profile and scheduling.
TagsVisual labels shown in the Clients list.
AddressClient’s country of residence. After selecting a country, you can enter the client’s address.
Privacy policy consentRecord whether a patient has excepted the privacy policy i.e. pending, accepted, or rejected (default is pending).
Medications

Any current medications the client is taking.

Medication name and dosage(if known).

Allergies

Allergy and reaction.

Enter any known allergies e.g. medications, foods.

IntolerancesRecord intolerances e.g. gluten, lactose.
Emergency contact

Person to contact in an emergency.

  • Full name
  • Phone number
  • Relationship
Referral information
  • Referral type - Source of referral.
  • Referral description - Free-text details.
NotesGeneral notes about the client (will be visible at the top of their client profile).

Info

If a field you need is not listed here, you can create it as a custom field. See Add custom client fields.

NDIS fields (Australia only)

FieldDescription
NDIS numberClient’s NDIS participant number.
Fund managementSelect the client’s fund management type i.e. Agency, Plan managed, or Self managed.

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