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CO.10: Client Details ​

Summary ​

Counselors inspect a client relationship, profile details, meetings, notes, treatment plan state, and assessment activity from the client detail page.

Role ​

  • Primary: Counselor

Entry Point ​

  • URL: /clients/:clientId

Preconditions ​

  • Counselor owns or has access to the client relationship.

Steps ​

  1. Counselor selects a client from /clients.
  2. Frontend loads relationship, profile, meetings, notes, plans, and submissions.
  3. Counselor reviews personal information and status.
  4. Counselor can add notes, schedule sessions, create or clone treatment plans, and assign assessments.
  5. Related actions navigate to sessions, library plans, or assessment results.

Diagram ​

Edge Cases ​

  • Missing client: Page shows error/not-found state.
  • Restricted routes: Assessment/library actions depend on feature flag routes.
  • Notes: Notes load and mutate through separate queries.

Current Implementation Notes ​

  • Frontend: frontend/src/app/pages/client-details.tsx

Screenshot Status ​

  • Not captured.