Who can use this feature?
The Overview tab provides a quick summary of the client’s key details, referral information, and recent portal activity.
The tab is divided into several sections that help staff quickly understand a client’s background, communication preferences, and current engagement within the portal.
Client Information
The Client Details section displays the client’s assignment, referral information, personal profile, employment background, and communication preferences.
This section includes:
Case Details
- Service Provider
- Assigned Staff
Referral Details
- Referral Source
- Marketing Sources
- Reference Number
- Referral Notes
- Service Needs
- Access to Transportation
Client Profile
- First Name
- Last Name
- Preferred Name
- Preferred Pronouns
- CaMS Reference*
- CaMS Client Stream*
- Marital Status*
- Immigration Status*
- Identifies As
- Highest Education
- Preferred Language
*Only visible for CaMS-linked clients.
Work Details
- Current Employment Status
- Past Occupations
- Current Occupations
- Target Occupations
Communication
- Email Address
- Phone Number
- Job Feed Email
- Communication Preferences
- Primary Mailing Address
Editing Client Details
1. To update any information in these sections, select the Edit link next to the section title.
2. After making your changes, select Save to apply them.
General Notes
The General Notes section allows staff to record important information about the client, such as their preferred communication method, best times to reach them, or any additional context that may assist with service delivery.
Editing General Notes
1. To add or update notes, select the Edit link next to the section title.
2. After making your changes, select Save to apply them.
Tasks
The Tasks section displays the number of active tasks associated with the client’s case, along with a quick link to the full Tasks screen.
If there are no open tasks, this section will not be visible.
Recent Activity
The Recent Activity panel displays a chronological log of actions taken by the client in the portal, such as:
- Logging in
- Updating their profile or resume
- Adding skills
- Completing tasks
- Accepting follow recommendations
- Saving jobs
Each entry includes a timestamp showing when the action occurred.
