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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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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Complete all fields:
Session Details
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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
(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. 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
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
Case Notes
What issue did the client present with:
o Issue Category: select the issue category from the drop-down list
o Issue: select the issue from the drop-down list
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
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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
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the user can return at a later time to complete
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notes
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There is a cancel option also if
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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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Select ‘edit’ to make changes to this activity entry, or ‘remove’ to delete information
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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From the one-on-one case note capture pop-up screen, you can book a follow-up session with the client. See Booking an |
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