As CLAs and CLLs have key conversations that their Case Managers would benefit hearing about, we need to document those conversations in a Client Note.
This article describes how to create a Community Living Client Note.
1. Click Client Notes.
2. Click New Note.
3. Type the Subject of the note.
4. Select the Type of Interaction.
5. Input the correct Session Start Time.
6. Input the Length of Time (Minutes) you met with the client.
Length of time will automatically set to 30 minutes as the default. Your Session End Time will adjust according to the length of time.
7. Scroll down.
8. Look through the list of Activities Performed and select the correct activities.
9. Click and drag the activities into the box on the right or push the right arrow to move them over.
10. Click Next.
If you also have files you also need to upload to the Client's Contact Files, you can do so right from the note.
11. Type the note.
12. Click Next.
If you'd like to view your note immediately, click View Note. Otherwise, click Finish.
Your note has now been created! You can find it on the Client's Contact record under Client Notes.
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