A First Look at the Client Chart

What is the client chart?

The client chart is a single, centralized record for an individual client. Think of it as that person’s complete file. It contains everything related to them, including, but not limited to, demographic information, program enrollments, medical history, drug use, activities, and documentation. The information is organized into tabs (also called sections). Each tab focuses on a specific type of information. To view the details within a category, simply click on the corresponding tab.

How to open a client chart

Log in to the Olari Portal using your assigned Link (URL) and credentials.
Go to the Client tab on the menu bar at the top of the screen. From the dropdown menu, select one of the following:
1. Census – Typically defaults to active client view, but you can switch to inactive if needed.
2. List – View all clients, both active and inactive.
To quickly find a client from either Census or List:
1. Use the search bar located in the upper-left corner above the grid.
2. Type the client’s name and press Enter.
Click on the client’s name.
1. The client chart will open.
Use the tabs on the left side of screen to navigate between different sections of the client’s information.

✓ Good to know: Clicking a tab only shows you information. Nothing changes until you click “Add”, “Edit”, or “Delete” and then “Save.” So feel free to click around and explore — you cannot break anything just by looking.

💡 Tip: You may not see every tab listed below. That is normal — Olari shows you only the parts your role needs for your job.

A tour of the Client Chart Tabs

The tabs are grouped below by what they are for. You do not have to use them in order — click whichever one you need.

Tab	What you’ll find here	What you can do here
START HERE
Overview	A summary of the client at a glance — their name, where they are in the program, and key highlights.	Read it to get the big picture.
Tasks	A to-do list for this client, such as paperwork or check-ins that need to be done.	See what is due, can be filtered by your role to zero in on what you need to complete, and mark a task done when you finish it.
THE PERSON’S INFORMATION
Demographics	The client’s basic details: name, date of birth, home address, phone number, and Social Security Number (partially masked).	Look up or update their personal information. This is the first page you land on.
Contacts	The people connected to the client — family, friends, emergency contacts etc.	See who to call or add a new contact.
Insurance	The client’s insurance information.	Check coverage or add an insurance plan.
THEIR PROGRAM AND STAY
Enrollments	The client sign-ups for your programs, including which bed and stage they are in. A step-by-step Wizard can guide a new intake/sign-up.	Start a intake/sign-up, change a bed or stage, or end enrollment.
Intake Data	The information collected on the client’s first day (intake) of a program.	Review what was recorded when the client first enrolls.
Events	The client’s appointments and scheduled activities, with any related documents or billing.	See what is scheduled and when.
Benefits	Help or assistance the client receives, shown in stages, with supporting documents.	Track where a benefit is in the process.
THEIR HEALTH
Medications	The medicines the client is taking.	Review the list. (Clinical staff add and change these.)
Allergies	Anything the client is allergic to.	Always review this section before administering any food or medication. Allergies marked as severe or fatal will trigger an alert icon at the top of the chart and next to Allergy Tab in the navigation bar.
Diagnosis	The client’s diagnoses.	Review the medical picture.
Drug Use	The client’s reported history of drug or alcohol use.	Review what was reported.
Medical History	Past medical conditions and background.	Review the client’s health history.
Vitals	Body measurements like blood pressure, pulse, and temperature — plus the withdrawal scale (CIWA / COWS) if your facility uses it.	Record a new reading or review past ones.
NOTES AND FILES
Notes	Written notes about the client. Important notes can be pinned to the top.	Read notes, or add your own.
Documents	The client’s files, sorted into Clinical, Uploaded, and Photos.	Open a file, upload a new one, or add a photo.

Tips for your first time

• Start on the Overview tab to see the big picture, then open the tab you need.

• To go back to the full list of clients, click “Clients” in the menu again.

• When you add or edit something, always finish by clicking “Save.”

• If a tab is missing or a button is greyed out, your role may not include it. Ask your supervisor or the Olari administrator.

A First Look at the Client Chart

Quick Reference Guide — A First Look at the Client Chart What the chart is, how to open it, and what lives on each tab. No computer experience needed.