Notes: Contacts
Tip: access this page by using the Next button when you’re at the main Note page.
Use the Contacts page within a note record to enter details about your client contact.
Use the Contact Type section of this page to identify the type of contact you had with the client or on the client’s behalf. Select the appropriate option from the pulldown menu and use the related fields to indicate the number of occurrences and who the contact was with. Use the Add Item button to record multiple instances of contact.
- If your contact took place offsite, select the related checkbox; a field will appear for you to enter your travel time in minutes.
- If there were other staff members present, select the related checkbox; a box will appear for you to identify the other staff that were present.
If your agency has enabled the Service Provider Interactions section, it will appear next on the page. Use this section to indicate the duration of your service activity and how many times this period of time was spent. Use the Add Item button to record multiple time periods.
Tip: to make changes to this page (or the Time Spent page) after it is saved and closed, open the note and select Edit Related Contacts and Time Spent on the main note page.