Client History - Step by Step

Client History - Step by Step

A new addition to the client profile includes the history tab. The history tab works as an audit system for the specific client profile you're on. To learn more about the History tab please follow along below.

Step 1. Navigate to a client profile.

Step 2. Once on a client profile select the history tab (between the notes and AFR tab). The history tab gives you an overview of anything changed, saved or deleted for that specific client down to the second. The history tab includes:
  1. History Search: You can search through actions on a client profile (e.g. typing in deleted, created).
  2. History Log: Provides a PDF printout of the complete log for the client profile.
  3. Refresh button: Refreshes the table (so you don't need to manually refresh your page).
  4. History table: Includes the date, action, user (personnel), and details of the action. The details column is related to the back end organization for different parts of the client profile.
  5. Tab through multiple pages of history.
Tip: You can sort the columns by pressing the column header (e.g. Actions). Then it will sort in alphabetical order (or numerical if sorting by date).
Note: Currently there is no integration of the history section with the report builder.


    • Related Articles

    • History Tab

      The history tab within CAC CareNet allows administrators to view an audit log for a client profile. Within the client profile. The history gives  breakdown of every event that's occurred on a client profile down to the second. To learn more about the ...

    • Client Profile MDT Tab

      A major addition to the client profile is the MDT tab. Within the MDT tab you can you view historical meeting notes, print out meeting notes and modify what case lists a client is apart of. To learn more about the MDT tab please follow along below: ...

    • Using Report History - Step by Step

      The report history function within CAC CareNet allows you to record when site reports are ran, by who, and at what time. The benefit of utilizing the report history function makes it easy to review historical reports without needing to re-run the ...

    • Using the Case Tab - Step by Step

      The Case tab within CAC CareNet gives you space to enter in case information for your client. Within this tab you can enter in presenting, Law Enforcement (LE), CPS (Child Protective Services), and Client Prosecution information. To learn more about ...

    • Personnel Profile Preferences Tab - Step by Step

      Within the personnel profile we offer users options to fully customize their experience with CareNet. Part of this customization occurs within the preferences tab in the personnel profile. Currently within the preferences tab you can customize: ...

    • Announcements

    • Browser Compatibility (Support for IE 11 Discontinued)

      CAC CareNet provides support for many of the latest browsers.  We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued.  Please update to one of the for-mentioned browsers.