Add, Edit, & Lock Social Histories

The Social History allows you to add aspects of a client's personal life to their medical history such as their family, occupation, recreation, etc. Follow the steps below to add, edit, and lock a Social History.

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Add & Lock a Social History

1. Click My Clients from the navigation bar and open the appropriate Client, or search for a Client in the Client Search field.
   
   
    
2. Click the Clinical Information tab.
   
   
    
3. Scroll down to the Social Histories section, then click the plus icon to add a Social History. 
   
   
    
4. Click the Date field to manually type in the date or select the date from the calendar.
5. After you have filled in the needed information, click Save or Sign and Lock. 

Edit a Social History 

1. From the Clinical Information tab, click the Paper and Pencil icon to view or edit the Social History. 
   
   
    
2. Make any needed changes, then click Save or Sign and Lock.

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