Content Comparison

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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

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• 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

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• 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

4. 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.

5. Each individual ‘one-on-one’ entry will be added to the overall Engagement activities.

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