Client fields reference

Complete list of client fields with descriptions

All client fields

Field	Description
Title	Formal prefix such as Dr or Ms.
Client full name First name Last name	Legal name used across the system.
Preferred name	The name the client would prefer to be called.
Date of birth	Client’s date of birth. Format: DD/MM/YYYY
Sex	Administrative sex. Sex is based on biological and hormonal sex characteristics assigned at birth. Sex is not the same as gender
Gender identity	Self-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.).
Pronouns	How the client prefers to be referred to (e.g., she/her, he/him, they/them).
Profession	Client’s current or previous job title.
Email	Email used to receive communications.
Primary phone number	Mobile number used to receive communications.
Additional phone numbers	Extra contact numbers.
Alert	High-visibility note shown in key areas: the client profile and scheduling.
Tags	Visual labels shown in the Clients list.
Address Country	Client’s country of residence. After selecting a country, you can enter the client’s address.
Privacy policy consent	Record 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.
Intolerances	Record 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.
Notes	General notes about the client (will be visible at the top of their client profile).

NDIS fields (AU only)

Field	Description
NDIS number	Client’s NDIS participant number.
Fund management	Select the client’s fund management type i.e. Agency, Plan managed, or Self managed.