Client Flow and Summary
Explore the client detail page: process summary, goal tracking, pinned note, detail windows, breakthrough moments, and financial status card.
Overview
The client detail page has a three-column layout. The left column shows next appointment, pinned note, and financial status cards. The center features the Client Flow — a chronological timeline of sessions, notes, goals, and breakthrough moments. The right column contains tabbed panels for Summary, Goals, Profile, and Finance.
How to Reach This Page
Follow these steps to reach the client summary tab:
Go to Clients Page
Navigate to the "Clients" page from the top menu.
Select a Client
Click on a client from the list to open their detail page.
View Summary Tab
The Summary tab is displayed by default when the client detail page opens.
Process Summary
The process summary card displays key timeline information and session distribution for the client's therapy journey.
Timeline
The timeline card includes the following information:
Start Date
Date of the first attended session
Duration
Time elapsed from start to today
Last Session
Date of the most recent session
Session Breakdown
Sessions are displayed in a 2x2 grid across four categories:
Attended
Sessions the client attended
Scheduled
Sessions planned for the future
Cancelled
Sessions that were cancelled
No-show
Sessions the client did not attend
Goal Summary
The goal summary card provides a quick assessment of the client's set goals. For creating and tracking goals, see the Client Goals guide.
Active Goals
Number of ongoing goals
Completed Goals
Number of successfully completed goals
Average Progress
Average progress percentage of all active goals, with a visual indicator
Breakthroughs
Total number of recorded breakthrough moments
Pinned Note
One note can be pinned per client. The pinned note appears in the left sidebar for quick access.
One per client
Only one note can be pinned per client.
Note preview
The note title and type are shown on the summary card.
Quick actions
Options to unpin and view in editor
Note selection
The note to pin is selected via a window.
Client Flow
The client flow is one of Mindora's most powerful features. Sessions, clinical notes, goals set, goals completed, and breakthrough moments are unified in a single chronological timeline. This lets you see the entire therapy process at a glance — what was discussed in which session, what was written in which note type, when goals were set and completed, and when breakthroughs occurred.
Event types
Sessions, notes, goals set, goals completed, and breakthrough moments
Filtering
Filter by sessions, notes, goals, completed goals, and breakthrough moments.
Upcoming session limit
To keep the flow clean, only the nearest 3 upcoming sessions are shown. All past sessions always remain visible.
Grouping
Events are grouped and displayed by month.
Pagination
15 items load at a time, continue with "Load more".
Detail window
Click any item to open its detail window.
Flow Card Features
Flow cards provide rich information and interaction. Each card type includes different features:
Session Card
Date, session number, status label (Upcoming/Completed/Cancelled), session modes, mental state indicator, and linked note count. For past sessions, modes and mental state can be changed directly on the card.
Note Card
Note title, type, template name, tags (first 3), linked session reference, and edited date. Notes containing breakthrough moments are marked with a purple indicator.
Goal Card
Goal set and goal completed events appear as separate cards. Completion cards include goal status label.
Breakthrough Card
Shows the breakthrough source (session or note), quoted text snippet, and linked goal information. For details, see the Breakthrough Moments guide.
Detail Windows
When you click an item in the flow, the relevant detail window opens. There are three window types:
Session Detail Window
Date, time, duration, session type (Online/In Person), meeting link, session modes (selectable), mental state, linked notes list, and create new note button
Note Detail Window
Note type, template, tags, linked session, content preview, breakthrough moments, linked goals, and linked notes. "Go to Note" button opens in editor.
Goal Detail Window
Status, progress slider (0-100%), timeline (start, duration, completion), completion summary, related notes, and complete/reactivate buttons
Financial Status Card
The financial status card in the left sidebar provides a quick summary of the client's payment status. For details, see the Client Financial Tracking guide.
Unpaid Amount
Total amount not yet paid
Overdue Amount
Total amount past the payment deadline
Payments Link
Quick link to the detailed payments page