When a client reaches the Make Progress stage, we assess their spiritual journey within the first 30 days. This helps us decide if they should join Know, Walk, or Live classes and set goals for their Spiritual Case Plan. While there's no formal Spiritual Assessment in the system, Advocates can document it through a Client Note.
This article describes how to document a Spiritual Assessment.
From the Client Note
1. Select Spiritual Assessment.
2. Click the right arrow.
3. Click Next.
4. Continue writing your client note.
Once the client note is submitted, the spiritual assessment will be notated in the Advocate KPI reports.
0 Comments
Add your comment