Find a client
This module will discuss how to find out more information on client records.
Content tagged with 'Clients, Cases and Sessions'
Add a community case and session
This module will discuss creating a case and session with no individual clients attached; and editing the case and session to attach individual clients.
Add a session
This module will discuss how to add a session. A session records what service was delivered on a particular date within a reporting period, the type of service delivered and which clients attended.
Add a case
This module will discuss how to add a case. A case is the first step in recording service delivery information within the Data Exchange.
Find and edit a session
Information on updating sessions, finding a session, results section, and editing a session.
Add a session
What a session is, adding a session, entering session details, adding clients and support persons to the session, copying a session, record referrals to other services, and special data entry fields.
Find and edit a case
Information on updating cases, finding a case, search area fields, results section, and ending a case.
Add a case
What a case is, adding a case, referral and source reasons, and special data entry fields.
Find and edit a client
Find and edit a client.