Release Note
Client Profile Type Conversion
Release date:
Clinicians can now convert a client's record type directly from the Edit Profile modal, preserving all existing clinical data.
How It Works
Open the Edit Profile modal and choose the new profile type: Child to Young Person, Child to Adult, or Young Person to Adult. When converting to Adult, any linked guardians are automatically moved to Key Contacts, preserving their name, contact details, and relationship role.
Auto-Suggested Conversion at 18
A banner prompt appears on the client profile when a Child or Young Person client is over 18, offering a one-click path to convert to Adult.
Key Details
• Available to Superusers, Admins, and Practitioners
• All existing clinical data (notes, episodes, assessments, invoices) is preserved
• Conversion is logged in the Activity Feed
• Converted profiles remain record-only. Clinicians can invite the client to register separately
