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Completing appointment details and finalising cases

It is essential that all appointments are completed on a daily basis.  Completed appointment details form part of the statistics at the end of each month.

When an appointment is attended; select “Topic” from the drop down list and click “Add to Session number”  before any further appointment can be scheduled. 

Appointment kept? – click on “P1 attended” and “P2 attended”
Click on “Add to Session” to include topic for discussion – click on the drop down menu and select one of the options. 

Completing appointments 1

The facility to add a narrative and case notes exists by opening “+”. Ensure adherence to GDPR 2018 guidelines (see Chapter 12)  when recording session notes.   To save; click on “Save all Changes” (flashing icon).

Completing appointments 2

“Save all changes” button must be clicked to record this information.  Saved information will now appear in the “All Session Summary” tab.