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Select ‘Complete’ when all notes are completed, or ‘save & close’ to allow a draft to be saved where you the user can return at a later time to complete your notes.
There is a cancel option also if you wish the user wishes to cancel this entry.
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A separate one-on-one activity entry must be completed for every individual session undertaken under each Engagement |
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Use the ‘historical notes’ tab to view prior case notes, where available, for each individual |
Each individual ‘one-on-one’ entry will be added to the overall Engagement activities.
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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 followInitial Follow-up service (Service for individuals)Individuals |