To view a Client History Report, complete the following steps:
TIP: The following instructions detail use of the Client History Report from within the Client Search tool. It is also accessible from within the Reports module where it can be bookmarked for easy access.
NOTE: The available search fields may vary from those shown here.
NOTE: The Client History Report icon is available for clients with a processed intake or room reservation, and/or a processed admission, in a program to which you have chart access. It is not available for unprocessed referrals.
NOTE: The default start and end dates are both in relation to your chart access permissions. For example, if a client was first admitted to a program to which you do not have chart access, and was later admitted to a program to which you do have chart access, the start date would default to the screening date for the second program (or the intake date if earlier), even though it is the more recent of the two screening dates.
TIP: To export the report information to Microsoft Excel for further analysis, click the Excel File link at the top of the report page. A PHI Download Alert is displayed, reminding you of your obligation to properly handle any confidential data and/or protected health information (PHI) within the download in accordance with related government regulations and agency policies. After reading the alert, click OK to acknowledge it and proceed with the export, or Cancel to return to the previous page.
NOTE: Client chart record links are only available from this report for records in modules to which you have access.
The process of viewing a client history report is now complete.