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Client History

Access the Client History window from the client’s record or the client intake window.

 

Clients Module

 

 

Adding New Clients

 

 

Reviewing Client Records

 

 

Client History

 

 

Client Assessment

 

 

Treatment Plan

 

 
   

Did You Know?

Lists marked with a blue pencil can be edited by right-clicking the dropdown box and selecting "Edit List."

Read More >>

 
   

Related Links

 

New Client Intake

 

Client History Form

 

Printing Client History

 

 

 

 

 
   

Other Modules

 

Getting Started

Installing Pathways

Provider Information

Changing Password

Customizing Fields

 

 

Appointments Module

Today's Events

Creating Appointments

Recurring Appointments

 

 

Resources Module

Resource Organizations

Professional Contacts

 

 

Progress Module

Progress Notes

Cancelled Sessions

Progress Reports

 

 

Billing Module

Appointment Receipts

Billing Accounts

Client Invoices

 
   
   
   
   
   
   
   
   

 

Pathways utilizes an integrated client history and assessment. Although not mandatory, completing the client history will give a reference for problems. Many of the areas covered in the client history are integrated with the client assessment and treatment plan.

 

General

From the client’s intake, the date of intake, primary reason for seeking services, and intake summary are displayed. This information can be edited. Indicate the name of the person who completed the client history, the relationship to client, and the date on which the history was completed. Add any comments or notes if desired.

Stressors

If the client indicated that any of the listed stressors are currently experienced, click the appropriate response. >>

Symptoms

Indicate the client’s rating of the severity of each symptom group.

Family

Describe the client's current household, family members, and relationships.

Childhood

Describe the client's childhood and any developmental challenges.

Socio-Economic

Describe the client's education, employment, financial, and legal situation.

Psychiatric

Indicate if the client has experienced any previous mental health issues or suicidal ideation.

Substance Use

Indicate the client's current or past use of substances.

Medical

Describe any significant medical issues experienced by the client, as well as any medications or allergies.

Religion

Describe the client's religious affiliation and participation.

Activities

Describe the client's recreational activities and social involvement.

     
 

Client Assessment

 

     
   
     

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