How to create, track, and manage Client Encounters, Activities or Reminders
Video Walkthrough
Find an Activity:
Within the Client's profile, you may search for Activities (Encounters) using various tools, if needed.
A. Calendar Icon: Select this icon to search via the calendar pop-up by date.
B. Funnel Icon: Select this icon to choose from a list of available drop-down choices.
C. Magnifying Glass Icon: Begin typing text in this field to search specific words or titles.
D. Scroll Bar: Use the scroll bar to scroll through the entire list.
Step 1: Double click the activity to open it.
Create a New Activity:
Step 1: Select +New Activity
Step 2: Enter the date
Note: The Program will default to the Client's current Program.
Step 3: Select the Activity Group
Step 4: Select the Activity Type
Step 5: Select the Assessment
Options:
Create Only: Will take you back to the Client's profile so you can continue working, add additional assessments, etc.
Open: Opens the Assessment.
Send to Client: Sends Assessment to Client (If allowed by Assessment).
Create a Reminder
Step 1: Open the Client Profile
Step 2: Select the Calendar Icon
Step 3: Select Reminder
Step 4: Enter a Subject
Optional: Enter additional notes.
Optional: Select the checkbox next to Add Case Managers to select from a list of Case Managers.
Step 5: Select Save
Create an Event
Step 1: Open the Client Profile
Step 2: Select the Calendar Icon
Step 3: Select Event
Step 4: Click inside the Type field to choose from a list of available Types
Optional: Enter a Subject.
Optional: Enter any additional Notes.
Step 5: Enter the Event Date
Step 6: Enter the Start and End times for the Event
Optional: Select Recurring Event if the event is recurring.
Optional: Select the checkbox next to Add Case Managers to select from a list of Case Managers.
Step 7: Select Save