Nov 16, 2024
2500
Background
Agencies may want to keep physical records of Client's Case Notes, follow the instructions below to learn how to print the case notes.
Instructions
Step 1: Search for the client record by typing in their name in the search bar and selecting the Edit icon once their record
Step 2: Click on the Printer icon
Step 3: Click Run next to the [CLNT-101] Case Notes report
Step 4: You will need to select the parameters, then select Submit:
- Program(s): If the client is in multiple programs in your agency then you will need to select which programs you wish to see the report for, or select All
- Report Date Range: The dates the report will be run for
- Report Output Format: How you wish to get the report pulled
(Note: Review the Running HMIS "Canned" Reports Knowledge Base article to get more information on running reports)