Client Contacts

Client Contact or Case Notes are accessed by clicking on the Client Contacts tab link on the client details screen.

Adding a new client contact

Click the New Client Contact button and you will get the data entry page. Along with the actual text box containing details of the client contact, there is information specifying the Contact Type, Contact Date, Worker, With Whom and Time Spent

If any of the optional fields are enabled then you will also be able to specify these. They are enabled in Administration/Preferences/Enable optional features, you may need to ask your Administrator to do this.

It is worth mentioning that the Time Spent field is used to calculate the amount of time spent on clients for various reports and breakdowns.

In order for this figure to be a true measure of time spent it may be necessary to include time spent writing up notes in either the Time Spent field or Admin Time if it is enabled.

The Face to Face with client tickbox is optional depending on whether your Organisation wants to report on this.

The text entry box supports all the normal formatting of font sizes, bold, italics, bullet points etc. It is also possible to cut and paste information from emails, documents etc.

There are two separate save options at the bottom of the page Save Final and Save Draft.

Important

There is no auto-save feature so ensure you save draft as often as you can

Save Draft

The purpose of the Save Draft option is to allow the record to be saved temporarily so that it can be revisited to finish off and do a Save Final.

Save Final

Once a client contact is saved as final it is no longer editable.

If a client contact has not been finalised after ten days then it is automatically finalised by the system.

This can be reversed by a user with Sys Manager rights.