How do I use the Client Record History?
Client Record History
History Logs assist a case manager by displaying a chronological history of all changes in the client record with the corresponding username and date/time stamp. This information includes cumulative changes since the record was created.
To view the History Logs, click on the link in the left hand corner of each tab. In addition to the changes to the client data, the following information is displayed:
Client History Log
Contains all the changes made to the fields on the Client Info and Intake tabs. This information is useful for tracking changes made to these fields over time.
Case History Log
Contains all the changes made to the fields in the CM Info, Housing, Recovery Resources, Recovery Plan and Closure tabs.
Contact History Log
Contains all the changes made to the fields in the Contact tab including Case Notes. The Contact History Log assists a case manager by displaying referrals and services provided recorded in the client record along with any Case Notes.
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