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