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Deethya Janjanam edited this page May 12, 2026 · 2 revisions

The Client role represents individuals receiving behavioral health services. Access is primarily gated by the ClientStatus field in the database.

Capabilities:

  • Access a personalized task hub for onboarding.
  • Electronically sign and upload clinical documents (ROI, Physician Statements).
  • View upcoming telehealth appointments and join video sessions.
  • Request access to clinical session notes and treatment plans.
  • Complete baseline and recurring clinical assessments (PHQ-9, GAD-7, etc.).

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