What is the Person Summary Panel?

The Person Summary Panel provides a quick access look at a client's information while viewing and editing clients.

1. To start, navigate to the Clients Screen by clicking on the Records dropdown on the top blue bar. 
2. Select "Clients" from the dropdown and you will be taken to the Clients Screen.
3. You can also navigate to the Clients Screen by doing a search for clients by utilizing the search bar on the right side of the top blue bar.

1. Select a client from the list of clients to navigate to that client's info screen. 

1. On the upper right side of the screen below the top blue bar and client tabs, you will see a dropdown labeled with the selected client's name. Click on the dropdown to expand the Person Summary Panel Dropdown.

1. Once the dropdown has been expanded, you will see the client's id, the number of cases in which they are a client, and the number of cases in which they are a defendant. 
2. To the right of that, you will see the client's address.
3. Below the address is the client's contact information which can include primary and secondary phone numbers as well as an email address.
4. Finally, at the bottom right of the panel, the client's demographic information will be displayed.