Overview

The History tab can be seen as the “central hub” of the client record. It includes a full history of the services, program enrollments, referrals, reservations, and assessments that have been recorded in a client record. Additional details of historical items can be viewed and edited from the History tab. 

Note: the items you see here will be impacted by the sharing and access role settings established by your System Administrator.

To access the client record’s historical items, click the History tab (figure 1).

figure 1

Advanced Search Options

You can narrow your search results by the following criteria using Advanced Search Options (figure 2):

• Search: keyword within the historical item title
• Category: service category 
• Agency: agency associated with the historical item
• Date Range: date range for date associated with historical item
• Type: historical item type (Assessments, Programs, etc.)

figure 2 

Icons

Historical items will sometimes include associated icons that indicate specific details about the item.

The following icons can be associated with historical items: 

Icon	Description
	Service transactions with attached expenses. When you hover over the icon, additional details are displayed, including the total expense amount and funding source (if applicable).
	This icon indicates links between historical items. When displayed with the following historical item types, this icon indicates: Assessments - linked to a referral or enrollment Services - linked to an enrollment (for more information on linking a service to an enrollment, see How Do I Link a Service to a Program?) Reservations - the program where the reservation was made (for more information on linking a reservation to an enrollment, see How Do I Link a Reservation to a Program?) When you hover over the icon, additional information about each item will display.
	A service note is associated with the service. Hovering over the icon displays the text of the note.
	The program enrollment was the result of a referral. Hovering over the icon will display the date and source of the referral.
	Click this icon to delete the historical item.
	Click this icon to view and edit the details of a historical item.
	Click this icon to view (but not edit) the details of a historical item.

Color Coding

Historical items are color-coded to make them easy to distinguish from one another. The following colors are used to distinguish each item:

Item	Type and Color
	Program: tan
	Service Transactions: white
	Assessments: green
	Reservations: pink
	Referrals: blue

Viewing, Editing, and Deleting

Historical items can be viewed, edited, and deleted by hovering over the item and clicking on the applicable icon. 

To delete the historical item, click the trashcan icon (figure 3). 

figure 3

To view or edit a historical item, click the edit icon (figure 4).

figure 4

Note: additional configuration options are available for service transactions when edited from the History tab. For more information about these options, see Additional Service Transaction Settings.