Review Client File

The client file contains appointments and notes.  Entries for client allergies, MedLog, diagnoses, disabilities and invoices will be shown at the top of the client file, if they have been activated by your center administrator.  If your center is not using these features, these entries will not be displayed.  The remainder of the file will be entries for appointments and notes.  The diagnoses, medications, data forms and attachments that are part of the note will be displayed as icons associated with the note.

Items placed in the wrong client file cannot be moved.  They must be manually recreated in the correct client file.

If you are not assigned to a client, you may not have rights to view the client's file, or may view only limited content.

What would you like to do?

Open a Client's File

1.  Right click on an appointment for the desired client, and choose client file from the menu, or

2.  From your My Clients list, click to select the desired client and click the Client File icon on the menu bar, or

3. Search for the client.  Open the client screen and click on the Client File icon on the menu bar.

Search for Items in a Client's File

1.  To expand or collapse an entry, click the plus and or minus sign to the left of it.

2.  To expand or collapse all entries, click the Expand All and Collapse All buttons.

3.  To search for specific types of entries, choose them from the Filter pull down menu.

Print a Client's File

1.  Open a client's file.

2.  Click the Print icon on the menu bar.

3.  Use the check boxes and pull down menus to select the items to be printed.

4.  Click Print.

(Note:  There are no print set up options for client files.  To print with your institution or center logo, use pre-printed letterhead paper.)

Export Electronic Copy of Client's File

To respond to a client's request to receive their records in electronic format, users can export the client file in several formats.

1.  Open a client's file.

2.  To export the file in Word, Excel or .pdf format.

3.  To export the file in machine readable format:

(Note:  This can only be done by users with system administrator or provider 1 security level.  The export is limited to appointments, note type /author / date, allergies, diagnoses, medlog entries and data form responses.)