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  1. Where individual activities have been undertaken as part of the Engagement, select ‘+Add’ and choose ‘One-on-One’ from the drop-down menu.

 

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  1. The user will then be navigated to a pop-up screen where the details/case notes of the individual (one-on-one) activity can be completed.

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  1. Complete all fields:

Session Details:

  • Select Client:  type in the name of the client if this is an individual you have seen for prior Engagements or in other Customer Programs.  Where relevant, the client’s details will then populate relevant fields

(or Or, enter new client details)

  • First and Last Name:  this is a mandatory field and MUST be completed in full as this function allows the linking of prior/future case notes for this individual.  All clinicians are required to obtain accurate first and last name details of each client

  • Email

  • Country code:  automatically populates with AU/AUS code

  • Phone number:  this is mandatory field and is important as this function allows the linking of prior/future case notes for this individual.  All clinicians are required to obtain accurate phone number details for each client

  • Date of Birth

  • Employee ID: where relevant

  • Session Date:  type the date or use the calendar icon

  • Session Duration:  select the duration of the one-on-one session from the drop-down list

  • Description:  provide a concise description of the group session

Client Checklist

  • Has the privacy statement been provided:  choose Yes/No

  • Has the introductory checklist been completed:  choose Yes/No

  • Has consent been provided:  choose Yes/No

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