Entering a 1:1 Session

Owned by Max Thomson
Last updated: Apr 18, 2024 by Jay Stankovic
3 min read

Once you have selected the 1:1 button you will be taken to the screen to complete your stats entry.

Step 1: Complete all 1:1 entry fields

The session date will be automatically populated to the date of your scheduled visit.

  1. Customer Name

  2. Contact Number

  3. Email

  4. Reported Issue Category

You will now be required to select both an Issue Category and Issue Type. This aligns with how we report on other services such as EAP and will allow our customers to compare data more accurately between services.

If you are a consultant that has used the previous system and issue structure to enter stats and you have any queries relating to the new structure, please contact your Onsite Clinical Team Leader.

  1. Reported Issue*

  2. Session Case Notes*

With the introduction of tablets and the OSA, entering case notes has been made easier for you with a free text box made available to input all case note details. To ensure the quality of case notes across Onsite Wellbeing Support, we have put together a template and example of what details to include in your case notes.

Please ensure to include the following within the “Session Case Notes” text box.

Case Notes Template

  • What are the issues the client presented with?

  • Session case notes

  • Interventions

  • Goals, Actions & Homework

  • Mental health risk assessment completed? Y/N (and comments)

  • Referral options discussed

For a more detailed guide on completing your case notes, please refer to the Consultants Case Notes Guide

  1. Referral Options*

Please select ‘referred to EAP’, referred to others' or ‘not referred’

  1. Final checkboxes*

At the start of a 1:1 session with a new client, it’s important to ensure that the client has read/ signed a copy of CVI’s “Client Information & Privacy Consent Form” which includes:

  • Informed consent: Explaining confidentiality, impartiality, non-advocacy and privacy information

  • Introduction Check List: Includes explaining the parameters of the 1:1 service as being short-term solution-focused support

In your case notes, please tick each of these 3 sections:

Privacy Statement Provided

Sign Off Informed Consent

Introductory Check List Completed

  1. Duration*

image.png

 

Step 2: Save stats entry

Once you have completed all required fields, select the Save button in the bottom right-hand corner of the screen.

You can select the Back button at the bottom left-hand corner of the screen to go back to your engagement.