Viewing/Editing Patient History

      The patient history view shows the interactions and changes to a patients history in INSIGHT. 

      • To navigate to the History view locate the patient you need and go to the 3 blue dots on the right it will bring a drop down select History. 

      • Once you choose History you can then see any changes/updates to the Patient such as program changes, discharges, readmissions, and counselor changes.

      • To transfer a Patient to a new program choose the transfer button on the right side: 

      • This will bring a new window up where you can choose the program, and date, you can also change the counselor from here

      • To discharge patient just choose the blue discharge button on the right-hand side this will create a pop-up window that will ask for you to select the discharge date from the calendar and the discharge reason from the drop-down menu. 

      • **Note** Please be sure that the discharge date matches the date in your census and that the reason is comparable to the discharge reason in your census.