If you’re using version 3 - click here for the transition milestone dates and the transition calls.

What does the Evaluation Notes report do?

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When a client completes the Evaluation Form, located in Content menu > Forms (system version 4), respectively Website menu > Forms (system version 3), the content of that form can be presented in the Evaluation Notes Report, found in Reports menu > section 'Clients' (system version 4), respectively Reports menu (system version 3). Each question and answer will be listed in the Data column. The columns to the left of this information will show the client’s name and the date the form was filled out.

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