This section discusses how to view and manage a client's Program History.
Managing a Client's Program History
The general Program History provides several important functions. These include the ability to edit programs that are affiliated with your agency, and the ability to view information regarding programs that are affiliated with other agencies.
To begin, go to the Programs tab of the client record. This will take you to the main screen of the Programs section.
Program History Main Screen
You will notice that the Program main screen is composed of two sections. The left side section is a central screen where you can begin viewing and/or editing program information. The right side area is a convenient sidebar that contains information and access to Household Members, Active Services, Active Programs, and Recent Services.
You will see that the left side screen is divided into two sections: Program History and Programs Available. For the purpose of this section, the Program History section will be discussed in detail.
The Program History section will provide you four pieces of information at a glance.
- Start/End dates
- Referral Placement
The Program name is displayed above the Agency name
This indicates the enrollment and exit dates for each program. If the client is still enrolled in the program, the End Date will say Active.
Type indicates whether the client is enrolled into the program as a group with household members, or as an individual.
If the program enrollment was the result of a referral, the referral will appear in the Program History area with a chain link iconto the right. Hovering over this will provide the referral information which includes the organization who referred the client, and the date the referral was made.
Convenient Right Sidebar
A convenient sidebar is located on the right side of the screen. Here you have access to edit and/or view Household Members, Active Services, Active Programs, and Recent Services.
To view or edit, select the icon that appears when hovering over a record. This will take you directly to the appropriate location in the client’s record.
Editing Programs Within Your Agency
To edit a Program, mouseover the program row and select the icon that appears to the left.
If the program is outside of your agency, then you may not be able to edit the Program – this depends upon your sharing settings. If you have any questions about your sharing settings, please consult with your Agency Manager for details.
Selecting the Edit link will take you to the Program Service History tab of that particular Program. You will also notice a series of tabs (i.e. Enrollment, History, Provide Services, Assessments, Goals, Notes, Files, Forms, and End)
Select these tabs to view and/or modify this information. Your ability to do so is dependent upon your access role.