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:

  • Original Agency: agency which created the record in the CAN system
  • Editor date/time stamp: includes the case manager name, case manager CAN ID, date, and time of the user(s) submitted the client record
  • Changes highlighted

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.

  • Date and Time, Staff Member, Contact Minutes: name, date, time, of the user who submitted a contact record for the client
  • Referrals: Any referrals recorded with the submitted contact record        
  • Services Provided: Any services recorded with the submitted contact record
  • Details: Any case manager notes recorded with the submitted contact record. An abbreviated portion is available with a link to the entire text entered by the user