The overview of your client’s file is the place where you can easily find and see everything you have done with your client. This varies from your specific actions, to the objectives your client is working on, to some of their basic information.

This is the area of your client’s file where you can see your past interventions and create new ones. Interventions track everything you do with your client, from notes, to assigned activities, to completed documents, to prescriptions and evaluations, and much more! This is a tool for you to use as a professional, and is therefore not visible to your clients. However, if you are collaborating with other professionals in a client’s file, you can choose to share the information you want with these individuals. You can always see the other professionals with whom you are collaborating in a client’s file through the “Actors” section.

There are three types of interventions you can record in your clients files; text, document, and to do. All interventions will be categorized with intervention codes to enable you to filter and organize the type of information you have inputted. These codes can be customized in the “Administration” tab, you will learn more about them in the Hexpert of Administration course.

Text Interventions

Text Interventions allow you to record any notes needed. These can be written in the format you choose. When creating this type on intervention you can adjust the visibility to share it with the other actors in your client’s file, or tag a specific actor to only share it with them.

Document Interventions

Document Interventions allow you to complete any type of document you need in your client’s file. These documents are created in the “Administration” tab, you will learn more about them in the Hexpert of Administration course. These documents are basically an electronic version of any paper document you currently use. They can be forms, questionnaires, physical tests, evaluations, and much more!

These intelligent documents can be completed on any devices, on the go, at work, or at home. You can also choose to send a specific document to a client for completion. They will receive the document in their Hexfit account and by email. Whether it is you or your client who completes these documents, they will all be saved in the "Documents" tab of your client's file. The documents will be available in PDF format, can be organized in folders, and have the visibility adjusted to share with your client or other actors. Of course, you can always return to edit a completed document while leaving a history of the modifications.

To Do Interventions

To Do Interventions are reminders for yourself about tasks that need to be done with your clients. As the deadline of a task approaches, the colour will change to alert you of an upcoming or overdue deadline.

In each client’s file you have the entirety of their interventions, which will all also visible on your dashboard. When you connect to Hexfit, these interventions will appear as a news feed of everything that has recently been done in your clients' files. From here you can filter to find any information you are looking for, and have an overview of your upcoming tasks at all times.


Make your way to the “Overview” of the client’s file you have create in the previous course. Create your first interventions:

  1. Create a Text intervention:
    1. Write a note
    2. Choose your visibility
    3. Select the appropriate intervention code
    4. Publish the intervention
  2. Create a Document intervention:
    1. Select a “Document” type intervention
    2. Select a document to complete (if you have not yet create a custom document, complete a SOAPIE document)
    3. Click on “Complete”
    4. Fill in the required fields of the document. Note the button in the top right corner to send the document to your client for completion.
    5. Click “Publish” at the bottom of the document
  3. Create a To Do intervention:
    1. Select a “To do” type intervention
    2. Describe your task
    3. Choose a due date
    4. Click “Publish”

Note that all three interventions are now visible in your client’s file with the appropriate intervention codes.

Étienne Dubois

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