Step 2: Once you have found the desired client, click on “Case Notes” on the left.
Step 6: Start by choosing a program, then select a service recipient (one of the family members) and the service activity (these are predefined by your agency). Fill out the remaining fields as needed.
Tip: If no programs appear under Choose Program, you may need to enroll the client in a program
Video Guide - How to add a one-to-one service (client casenote) 📹
Step 5: Select the status of enrollment in each program for each family member.
- Click on the dropdown list on the column of the family member to enroll and on the row of the program they are to be enrolled in.
- Select the status of the client in the program from the list. In this case, you would select “Ongoing”.
- Repeat for all family members that you would like to enroll in each of the available programs, as required.
- If required, select the primary and secondary counsellors from the available list of all counsellors in your agency, for each member in the program they are enrolled in.