Follow the steps below to view and download Client Records Reports in the Apex School-Based Health Center (SBHC) Data Hub.

LOCATE THE RECORD

1. Navigate to the Client Records page using the menu on the left side of the screen.

   

2. Locate the Client Record to be viewed in the list. You may use the Search and Filter options to assist.

   

   1. When a screening survey is saved and submitted by a client, the record will display Client Completed status.

   2. After the Provider Review has been completed, the record will display Completed status.

      

      1. For more information on completing Provider Reviews, see Apex SBHC Data Hub - Provider Reviews

VIEW RECORD REPORT

1. Open the record options menu by selecting the record menu button, indicated by the three orange bars on the right. The record options menu will appear.

2. Select View Report.

   

3. The Record Report will open, displaying data gathered from the screening survey.

   1. Continue scrolling down in the report to view detailed answers to each question, sorted by section.

   2. The summary section offers scores for validated screening tools and flags if suicidal ideation has been identified. 

   3. Any information entered into the provider review section of a record will appear at the bottom of this report.

      

DOWNLOAD CLIENT RECORD REPORT

There are two ways to download a Client Record.

Option 1:

1. Locate the Client Record as described above.

2. Open the record options menu by selecting the record menu button, indicated by the three orange bars on the right. The record options menu will appear.

3. Choose a format in which to download the Client Record Report:

   1. Report w/ Attachments

   2. Report PDF

   3. Report JPEG

   4. Report HTML

4. The report will be downloaded automatically.

   

Option 2:

1. Locate the Client Record as described above.

2. Open the record options menu by selecting the record menu button, indicated by the three orange bars on the right. The record options menu will appear.

3. Select View Report.

4. The Record Report will open, displaying data gathered from the screening survey.

5. At the top of the report, the download options will be displayed. Click on the format you want to download.

6. The report will be downloaded automatically.