...
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 , commence typing in the client’s name and where relevant, the client’s details will then populate relevant fields
...
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. Be mindful of entering correct spelling.
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
...
Was a mental health risk assessment completed: choose Yes/No
Describe the presenting issues and any other case notes
What were the types of interventions, techniques and strategies utilised?
Did you refer the client to EAP or any other services: choose ‘Referred to EAP’ / Referred to Other / No Referral
| Note |
|---|
It is mandatory for all consultants to obtain full first and last names of each client, and their preferred contact number. It is not suitable for fields such as ‘N/A', 'X', or other symbols to be used. |
Select ‘Complete’ when all notes are completed, or ‘save & close’ to allow a draft to be saved where you can return at a later time to complete your notes.
...