Add Service Entries and Progress Notes

Record the case management meetings, check-ins, recertifications, and other engagements you have with your clients through Service Entries. You can also capture which services you provide to the client during these engagements.

To record a service

1. Navigate to your client’s Case record.
2. Click the [Program Name] Client Services button.

1. You may see a screen with one or more options of types of service entries (Case note). For a standard service entry choose the option: [Program Name] Engagement and Services. ClickNext
2. Fill out the top fields
   1. Select the Engagement Type and Engagement Method
   2. Choose the Date and Start Time at which the engagement began.
   3. Enter the number of minutes you spent on the interaction and if the client received Drop-In Services. 

3. In the Main Client Participation section, indicate whether or not your client participated in the interaction. For example, if you spoke on the phone with the client or received and email then Participated= Yes. However, if you left a message for a client, sent an email or text, or if they didn't show up to an appointment then Participated = No. 

PLEASE NOTE: Even though the Main Client is the only one listed, if you interact with anyone in the family then you should also mark that Participated = Yes!

4. Add your notes in the Progress Note section about the interaction. Case managers should use the GRIP case notes model to enter in notes. 

5. Some programs will also show client goals in the service entry. If there have been new goals or updates to goal in the conversation, you can update them here as well. 

To log a "no-show"

If your client does not show up for a scheduled case management or other meeting, you should log this as a “no show”:

1. Hover over the Service Entries related list.
2. Click the New Service Entry button.
3. When you see Engagements and Services, click Next.
4. Under Program Name, choose the program in which the client is enrolled
5. Select the Engagement Type
6. Select “No Show” under Engagement Method

*It’s important to enter information about “no shows”, so that we can see which clients are really engaging with our Compass programs and which clients have difficulty keeping scheduled appointments.*

To view a history of previous engagements

There are two options to view a history of previous engagements:

1. If you want to see the 'stats about your previous interactions about a case, hover over the Service Entries related list.

2. If you want to see the notes about your interactions, hover over the Progress Notes related list