Creating Events

Purpose: Events can be used to capture service coordination documentation specific to the client.

1. Creating an Event

2. From the Client Case, locate the New Event tab on the right side of the screen

3. Select a Subject from the drop-down:

4. Call - Document a call

5. Email - Select to document an email

6. Meeting - Select to schedule a meeting or to document a meeting occurred

7. Other - Use if the options do not apply

8. EI: Case Note - Select to enter a case note

9. TCM Notes

10. Description - Enter information as needed

11. Start - Enter the start date and time

12. End - Enter the end date and time

13. Location - Enter information as needed

14. Name - Search contact for Client Name

15. Client Case - Keep this as is; this is specific to the Client Case

16. Save

17. A green bar will pop up briefly Event ____was created. This is a clickable link.

18. Viewing Events

    1. Users can view Events in three different areas in the data system:

19. From the Client Case under Upcoming and Overdue

20. On the Reports tab

21. Report is labeled EI Case Notes - Events located in the Early Intervention CCB folder

Note: The Event field is static and not an object associated with Client Case; therefore, notes entered here cannot be pulled into a report. It is NOT recommended to use this tab for case notes