Adding a Group Activity and Writing Case Notes
- Janine.Moll
Where group activities have been undertaken as part of the Engagement, select ‘+Add’ and choose ‘Group’ from the drop-down menu.
The user will then be navigated to a pop-up screen where the details/case notes of the group activity can be completed.
Complete all fields:
Session Details
Topic: select the presenting topic from the drop-down list
No. of Attendees: add the number of participants in the group
Duration: select the duration of the group session from the drop-down list
Description: provide a concise description of the group session
Case Notes
What were the presenting issues of the group?
What were the types of interventions, techniques and strategies utilised?
What tip-sheets or other materials were provided?
Note - individual participant names cannot be captured in Group Activities in UCM. As such, it is good & ethical practice to take a record of group attendees and upload this information as an ‘Attachment’ in the case. See Additional Features for instructions on the ‘Attachment’ field
Select ‘Complete’ when all notes are completed, or ‘Save & Close’ to allow a draft to be saved where the user can return at a later time to complete notes
There is a cancel option also if the user wishes to cancel this entry
A separate group activity entry must be completed for every group session undertaken under each Engagement
i.e., two group sessions requires two activity entries – one for each group undertaken
The group entry will then be added to the overall Engagement activities.
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.