Client Workspace
Everything
about your client.
All in one place.
A powerful workspace that helps you remember the details and stay on top of each client’s care.
Open the workspaceSample Client
- Client ID
- Pronouns
- Age
- Cultural Identity
- DOB
- Preferred contact
- Occupation
- Risk Level
- Contact
Status & tags
Status
- Active
- Waitlist
- On hold
- Terminated
Tags
- High Risk
- Child
- ADHD
Client management
Know where
every client stands.
Move clients between Active, Waitlist, On hold, and Terminated, then use tags to find the right group in seconds.
Clients
New Client- Sample Client A
- Sample Client B
- Sample Client C
- Sample Client D
- Sample Client EHigh RiskChildADHD
Session history
Quickly review
past sessions.
See what was covered, what changed, and where to pick up next.
Recent sessions
Session history at a glance
Aug 21 · SOAP
VirtualWork stress and boundary setting
Client reflected on a difficult meeting and identified one boundary to practice…
Aug 14 · SOAP
In-personSleep and anxiety patterns
Client reviewed recent changes and practiced two grounding strategies…
Aug 7 · Intake
In-personCurrent concerns and care goals
Client discussed current stressors and identified priorities for therapy…
Materials
Upload clients’ materials
and keep them together.
Upload forms, worksheets, PDFs, and client artwork, then pull them up whenever you need them.
Materials
6 items
- PDFIntake Form.pdfPDF · Aug 14
- Values WorksheetWorksheet · Aug 12
- PDFGrounding Exercise.pdfPDF · Aug 10
- Client Artwork — Aug 12Image · Aug 12
- Family MapImage · Aug 9
- PDFResource Guide.pdfPDF · Aug 7
Personal notes
A private place for
the thoughts that stay yours.
Keep private reflections outside insurance documentation. AI Coach can reference them when you want to talk through the case.
Notes
New note- Session reflection
- Supervision notes
- Things to revisit
Private and secure
Personal Notes
Not included ininsurance documentationAvailable to
AI Coach
Following a difficult session
I noticed I wanted to move too quickly toward a solution. Next time, leave more room for the client to set the pace.
- Return to this next session
- Bring to supervision
Saved
Living case conceptualization
A case understanding
that grows with the work.
Start with what you already know — or import an AI conversation. BeeThere keeps the background current as notes are added, while you stay in control of every edit.
Background
Updated todaySavedLiving case conceptualization
Built from intake and refreshed as your notes evolve.
Current themes
Anxiety increases when expectations feel unclear or difficult to control.
Working formulation
Avoidance offers short-term relief while reinforcing uncertainty over time.
Strengths & resources
Reflective, engaged in treatment, and willing to practice new skills.
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