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  • Select ‘edit’ to make changes to this activity entry, or ‘remove’ to delete information

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  1. Activities will be flagged as ‘completed’ or ‘in progress’ for a quick view of the status of the case, reminding the user to complete any ‘in progress’ activities before conclusion.

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Info

From the one-on-one case note capture pop up screen, you can book a follow-up session with the client. See Booking an initial follow-up service (for individuals)

 

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