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Clients Module

To access client records, click Client Records on the Clients menu, or just click the Clients icon in the Today’s Events window.

Clients Module



Adding New Clients



Reviewing Client Records



Client History



Client Assessment



Treatment Plan



Reviewing a Treatment Plan



Progress Reports



Discharge Report








Did You Know?

Lists marked with a blue pencil can be edited by right-clicking the dropdown box and selecting "Edit List."



Related Links


Client Intake Forms


Client Contacts


Scheduling Recurring Appointments


Client Billing Accounts


Client Appointments


Other Modules


Getting Started

Installing Pathways

Provider Information

Changing Password

Customizing Fields



Appointments Module

Today's Events

Creating Appointments

Recurring Appointments



Resources Module

Resource Organizations

Professional Contacts



Progress Module

Progress Notes

Cancelled Sessions

Progress Reports



Billing Module

Appointment Receipts

Billing Accounts

Client Invoices


From the Clients Record window, you can view all aspects of a client’s record. Click a client’s name from the list on the left to view information about the client.
If no client names appear, click Add New Client to go to the Client Intake window.

Client Intake

To add a new client to the Pathways program, click the Add New Client button in the Clients window. To review a client's intake information, click "Intake Information." Read More >>

Client History

Access the Client History window from the client’s record or the client intake window. Although not mandatory, completing the client history will give a reference for problems. Many of the areas covered in the client history are integrated with the client assessment and treatment plan. Read More >>

Client Assessment

The client assessment can be accessed from the clients records window, the client intake, or directly from the client history window. You do not have to complete the client history before the client assessment. However, much information from the client history transfers automatically to the assessment. Read More >>

Treatment Plan

The Treatment Plan window can be accessed directly from the client’s record, or from the intake, history, or assessment windows. Presenting problems can be added from the client assessment window or directly from the treatment plan. Read More >>

Progress Reports

The Progress Reports feature enables you to send monthly reports without having to send clinical notes.
From any client’s record, click “Progress Reports.” In the window that opens, all progress reports that have been created to date for that client will be displayed on the right. Simply select the date of the report you wish to view. Read More >>

Discharge Report

The discharge report is accessed from the client's record. Once a client's status has been changed to "discharged," the button becomes available. Read More >>








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