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Viewing Service User Details

Every Service User has a details page bringing together their personal information, contact details, Referrals, whānau, and identity documents. Open it by clicking a result on the Clients page, or the eye icon next to any Service User in a list.

The header​

The top of the page stays visible as you scroll and shows:

  • Name, with an Active/Inactive badge
  • The Service User's reference number — click it to copy
  • Age and date of birth
  • Gender
  • A New Entry button, which opens the Referral wizard with this Service User already selected

Tabs​

The page is organised into four tabs: Overview, Referrals, Whānau, and Documents.

Overview​

The Overview tab has three cards:

Personal Information — first name, last name, date of birth, gender.

Contact Information — phone, secondary phone, email, and address. Phone and email are shown partially masked (for example, only the last few digits or characters are visible) to limit exposure of personal information on screen.

Identity Documents — a table of identity numbers on file (for example an NHI or NSN), each with its issuing authority, issue date, expiry date, and a Primary badge for the main identifier. Numbers are masked by default with a reveal toggle next to each one.

Two different things are both called 'Identity Documents'

The Identity Documents card on the Overview tab records identity numbers — structured fields like an NHI or IRD number. The Documents tab (see below) is for uploading the actual files — a scan of the driver's licence or passport itself. They share a name but are separate records. See Client Documents for the file-upload version.

Each card can be edited in place — click into it to change a field and save. Editing is not currently restricted by role: anyone who can open the Service User's record can also edit these fields.

Referrals​

Lists every Referral attached to this Service User, with reference number, status, urgency, date, the linked Service Episode (if one has been created), and the reason for referral. Click a row to open that Referral's details page. If there are none yet, a New Entry button starts one.

Whānau​

Shows everyone linked to this Service User's whānau group. See Family Relationships for the full picture.

Documents​

Upload and manage identity document files — driver's licence, passport, and similar — for this Service User. See Client Documents.

Quick Stats and Recent Activity​

On wider screens, a sidebar alongside the tabs shows a count of active Referrals/Service Episodes and a short feed of recent activity for this Service User. This sidebar is hidden on narrower windows — the tab content above is available regardless of screen size.