As Ambassadors, Advocates, Vocational Training Managers, and Sustain and Grow Leaders continue to meet with clients on their caseload in, we need to document the time and length of the meetings, as well as the content of the discussion.
This article describes how to create a Case Management Client Note.
From the Client's Contact Record
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 or to their Program Engagement, you can do so right from the note.
11. Select whether you need to Create Service Deliveries after you complete your note.
If you answer yes, when you complete your note, you will be taken directly to the screen to input service deliveries like MARTA cards, passes, and referrals.
12. Scroll down.
13. Identify the bold and italicized text in the note template and edit it accordingly to create your note.
Where multiple options are provided, highlight the options that don't match your session and delete those items.
Where placeholder text is provided, highlight it and type in the correct information.
14. 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 either on the Client's Contact record under Client Notes or on their active Program Engagement under Client Notes.
From the Client's Program Engagement
1. Click New Note.
2. Type the Subject of the note.
3. Select the Type of Interaction.
4. Input the correct Session Start Time.
5. 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.
6. Scroll down.
7. Look through the list of Activities Performed and select the correct activities.
8. Click and drag the activities into the box on the right or push the right arrow to move them over.
9. Click Next.
If you also have files you also need to upload to the Client's Contact Files or to their Program Engagement, you can do so right from the note.
Click here to learn how to upload files from the Client Note.
10. Select whether you need to Create Service Deliveries after you complete your note.
If you answer yes, when you complete your note, you will be taken directly to the screen to input service deliveries like MARTA cards, passes, and referrals.
11. Scroll down.
12. Identify the bold and italicized text in the note template and edit it accordingly to create your note.
Where multiple options are provided, highlight the options that don't match your session and delete those items.
Where placeholder text is provided, highlight it and type in the correct information.
13. 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 either on the Client's Contact record under Client Notes or on their active Program Engagement under Client Notes.
Your note has now been created! You can find it either on the Client's Contact record under Client Notes or on their active Program Engagement under Client Notes.
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