Managing clients

A 'client' in PhonicsPath is one child receiving therapy. Each client has a profile, an assigned clinician, a program, and (optionally) a linked parent account that lets the family see progress and run home practice.

Adding a new client

1. 1From the sidebar, click Clients. The list opens with a search box and a 'New client' button in the top right.
2. 2Click 'New client'. A side drawer opens with the new-client form.
3. 3Enter the child's first name. Last name is optional — many practices use first-name-only for privacy.
4. 4Enter the child's date of birth. PhonicsPath uses age to suggest age-appropriate words and graphics.
5. 5Pick the assigned clinician from the dropdown. They will see the client appear in their portal immediately.
6. 6Add any clinician-only notes (allergies, communication style, anything that matters during sessions). Visible to clinicians but never to parents.
7. 7Optional: add a parent's email under 'Invite parent'. They'll receive a welcome email with their own sign-in link. You can add this later if you don't have it yet.
8. 8Click 'Create client'. You'll land on the client detail page where you can attach a program straight away.

The client detail page

Each client has a detail page with five tabs: Overview, Program, Recordings, Reports, and Notes. The Overview tab also surfaces two quick-access panels: Parent Access (invite or copy a parent invite link) and Child PIN (set or rotate the 4-digit PIN the child uses at /child/login). See the 'Invites, sign-in & access' section for the full flow.

Editing a client

1. 1Open the client from the list.
2. 2Click 'Edit' in the top right of the Overview tab.
3. 3Change name, DOB, assigned clinician, or notes. Parent email can be added or replaced here too.
4. 4Click 'Save'. Updates take effect immediately for anyone with access to that client.

Archiving (discharging) a client

Archive a client when therapy ends. Their full history — recordings, scores, reports, notes — is preserved, but they no longer appear in active queues, and the parent account loses access to start new practice.

1. 1Open the client.
2. 2Click the three-dot menu (top right) → 'Archive client'.
3. 3Confirm. The client moves to the Archived tab on the Clients list.
4. 4If you ever need them back, open the Archived tab, click the client, and choose 'Re-activate'.