Reviewing Client Activity History

View, filter and edit your client's previous sessions, notes, data, and staff activities

Timeline View

View and filter previous events specific to your client

• • Specific target progress 
    
    • View when a target masters out or re-opens in a session
      

• • Previous sessions & data
    • View previous session notes and data
      • click on view on the bottom left hand corner of the session notes/data you are looking to review
        
        
        
      • a pop up of the summary of the session data will appear for you to review
        

• • • Edit previous session notes and data
    • Limit session history visibility 
    • Delete a session if necessary

• • ABC data
    • Review ABC data and notes taken for your client. Here you can edit the abc data, view the graph, and/or delete the abc data. 
      
  • Program modification logs
    • Review any program updates and/or notes from the supervisor
      

Activities Overview: 

The Activities overview page allows you to see an overview of all activities that are associated with the client. Select an activity to view the session note and session data. 

• Select [Add Filter] to filter the activities by any of the below options (the options will vary based on if you have a practice management system integrated with Hi Rasmus).
  • Select [Signatures] to filter activities by pending signatures based on the user or the role
  • Select [Client Information] to filter activities by Custom Client Data fields
  • Select [Activity Data] to filter activities by any custom session note fields that are saved across the organization
  
  
• To save a particular filter view select the save icon in the top right corner. You will have the option to save a individual or organization wide filter view to easily come back to. 
  
• By clicking on the 3 grey dots to the right of an activity, you can either edit the session activity or export the session notes and/or session notes and data. 

• There is also an option to bulk export session notes and/or session notes and data
• Click on the box to the left of the status icon and a red export button will appear in the upper right hand corner. Don't forget you can filter what you want to export.
• You can select the icon in the upper right corner of the activities overview page to add additional detail columns. This allows you to pull in information such as: whether the activity is linked to an appointment, signatures, location of activity and more. 
  

Activity Type Key

Activity type	Description
	Session
	Supervision
	Break
	Transportation
	Other

Activity Status Key

Status Type	Description
	Pending notes (client notes not   complete)
	In progress (client session currently in   progress
	Pending signature (activity requires   signature)
	Activity complete
	Activity transferred to Practice Management Software