Customizable Client Overview & Quick Profile Layout
Choose which components appear, and in what order, on the Client Overview and Quick Profile pages, so your team sees the most relevant client information first. Hidden components don't delete any data; they're simply removed from view, and key actions like Add Diagnosis remain available from whichever sections stay visible. Only organization owners can configure these settings, and changes apply org-wide.
Built by Core Engineering
The problem it solves
Every practice uses a different subset of Healthie's clinical and administrative features, but a fixed Client Overview and Quick Profile layout shows every section to everyone regardless of relevance, creating clutter and slowing down navigation. This solves that by letting organization owners tailor which components appear, and in what order, to match how their team actually works.
What's included
- Component visibility toggle for the Client Overview page
- Component visibility toggle for the Quick Profile panel
- Drag-and-drop or button-based reordering of visible components
- Org-wide application of layout changes, restricted to organization owner configuration
- Preserved access to underlying actions (e.g., Add Diagnosis) regardless of which components are shown
How it works
An organization owner navigates to Settings > Client Profile > Client Overview (or Quick Profile) and uses checkboxes to add or remove components from the page, then uses the available buttons or three-dot menu to reorder them. Once saved, the layout applies to all users in the organization, not just the owner. Hiding a component doesn't delete any underlying client data, and common actions tied to a component remain available from other visible sections. Non-owner team members cannot change these settings themselves.
Customizable Client Overview & Quick Profile Layout lets organization owners choose which components display on the Client Overview and Quick Profile pages, and in what order, so every team member sees the most relevant client information first. It's built for practices that want to reduce visual clutter from sections they don't use, without losing access to the underlying data or actions. Hiding a component only removes it from view; no client data is deleted, and providers can still perform key actions like Add Diagnosis from whichever sections remain visible. Only organization owners can configure this layout, and changes apply to all users in the organization.