Recording Attendance/Client Contact
Once a client is enrolled in a client program, you can log the client's involvement in that program through attendance (or client contact) records.
To record attendance/contact, view the client's record, expand the client services and programs section, and click the link to add an attendance record:
You will now see the attendance form you configured earlier, along with the duration drop-down (required) and an optional case notes field.
After saving your attendance/contact record, you will be returned to a log of all the client's attendance records for this enrollment. Since there may be many fields in the record, you can use the scroll bar at the bottom to view all the fields.
If you would like to view the attendance record in an easy-to-read vertical format, click the magnifying glass (
) next to the record ID:
You can also edit the individual attendance record by clicking the edit icon (
):
If you have several clients in this program that have similar attendance, you can quickly clone the attendance record (
):
You can view the associated enrollment:
From this attendance log, you can also add additional attendance/contact records under this client's enrollment:
Here is an example of the vertical display of a client's attendance record:
