Client History

Client History

View Answered and Unanswered Intake Questions

Objective: Review a client’s intake to see which questions have been answered, which sections are incomplete, and whether any items still require attention.

How to:

1. Access the Client History
   • Navigate to a client’s chart
   • Click on Client History
   • You’ll be redirected to a list of collapsed sections from the Intake Forms (e.g., General Health, Lifestyle, Current Pregnancy).

1. Check Intake Section Status
   • Click on any main section to uncollapse it
   • A list of sub-sections appears
   • All items will display “Answered” or “Not answered” labels when no data has been submitted yet

Accept Intake Form Answers

Objective:  To review and accept answers submitted through the Intake Forms to confirm they are accurate and complete.

How to:

1. Accept Submitted Answers
   • Using a client's chart with answered intake forms, go to the Client History tab
   • Click on a section you previously completed (e.g., General Health)
   • Sub-sections now show answers
   • Click Accept next to any sub-section
   • The Accept button disappears once clicked, confirming the data has been accepted.

Edit Intake Form Answers

How to:

1. Access the Client History
   • Navigate to the client’s chart and go to the Client History tab.
2. Edit a Section
   • Expand any section containing answers
   • Click the Edit button next to a sub-section
   • A sidebar appears with the current answers pre-filled
   • Make any changes and click Update to save