Run Client History Report (View and Print Assessment History, Scale Notes, and Projections/Goal Plans) : Solution Center

Run Client History Report (View and Print Assessment History, Scale Notes, and Projections/Goal Plans) Print

Modified on: Thu, Sep 19, 2019 at 10:05 AM

1. Open client profile

2. Select Reports from the sidebar

3. Select Client History Report from the drop-down list

4. View Full Assessment Histories: select which Assessment Packs you wish to view on the report. This will include all scales contained within that assessment.

5. View Individual Scales: Under Assessment Scales, select the Domain then the scale(s) you wish to view on the report. Repeat for all desired scales.

6. Selected scales will appear on the right under SELECTED SCALES

7. Click View Report

8. Client History will be displayed.

9. If desired, click Print in the top right corner.

10. Follow your computer's prompts to print.

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Run Client History Report (View and Print Assessment History, Scale Notes, and Projections/Goal Plans) Print

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