Frequently Asked Questions
Does HM5 retain historical file of all assessments for an individual client?
Yes, it always has and still does. Historical files are located under the "Clients" tab > "Client Reports."
If it was done prior to the new non-medical release, the historical files are where they always were:
If it was done prior to the new non-medical release, the historical files are where they always were:
- Run the "Client Assessment Dates History Report"
- Locate the date of the assessment
- Run the "Client Assessment Care Plan" (history)
- Select that date
Last Updated 5 years ago