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:

  1. Run the "Client Assessment Dates History Report"
  2. Locate the date of the assessment
  3. Run the "Client Assessment Care Plan" (history)
  4. Select that date
In the new non-medical assessment software, the report is under the non-medical assessment. Enter the client's name and all successfully saved assessments will show up under the assessment date area - simply select the correct date.

Last Updated 5 years ago

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