How to catch up on a client before a session
2 min · Shown on a computer · Captions on · Transcript below
Home shows everyone you support and what was added this week. Click a client to open their profile. Today shows their next appointment, their last one and this week. Timeline puts everything in date order. About is a summary Pip writes from what has been shared. Village shows what has been shared with you.
Good to know: What you can open depends on what has been shared with you. If something is missing, ask whoever manages the profile.
In this video
Read the transcript
Before a session, it helps to know what has happened since you last met. Understanding Zoe on the web shows you everything that has been shared about your client, in one place.
0:15The people you support
Home shows everyone you support, and what has been added for each of them this week. Click Lily to open her profile.
0:23Today
You start on Today. It shows Lily's next appointment, her last one, and what has happened this week. It is a quick catch-up before you begin.
0:32Timeline
Timeline puts everything in date order: observations, goals, milestones and appointments. Use the filters to show one kind at a time, or choose dates to look further back.
0:44Insights
Insights are patterns Understanding Zoe has noticed in what has been logged. Treat them as a starting point for your conversation, not a conclusion.
0:54About
About is a summary of Lily that Pip writes from what has been shared. Whoever manages the profile can change this summary at any time. Click Save to PDF to print it or keep a copy.
1:07Goals and milestones
Goals shows what Lily is working towards, and Milestones the moments worth celebrating. Click any item to read it in full.
1:16Appointments
Appointments lists the sessions coming up, with a week view at the top. Switch to Past to look back at earlier visits.
1:24Village and what is shared
Village shows who else supports Lily. The line under the faces tells you what has been shared with you. That is decided by whoever manages the profile, which might be the client or their family. If something is missing, ask them. A few minutes on Today and Timeline before each session is plenty. What you can open depends on what has been shared with you. When you want a summary, just ask Pip.
Common questions
What can a supporter see?
Only what you allow. You set nine categories to None, View or Full for each person. You can also hide a single item from chosen people.
Is anything always shared with a supporter?
Yes, two things. Every supporter can read the profile's About Me. Every supporter can also chat with Pip about the profile.
Do the people I invite have to pay?
No. Supporters join for free. Only you hold the subscription, and it covers every profile on your account.
Is Pip a therapist or a doctor?
No. Pip is not a therapist, a counsellor or a doctor. It helps you organise, notice patterns and prepare. For medical questions, speak with your GP or your prescriber.
Still stuck? Our help page has more answers, and a real person reads every message.
Supporters join free
You do not need a subscription. The person who invited you covers your access. You see what they choose to share. They can change this at any time.