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A Documented Event is any type of event you need to record and report on. Documented Events can play two roles:
- for documenting significant events (good or bad) involving clients and/or caregivers, and
- as a marketing tool to document the minutes of a meeting or conversation with referral sources.
A Documented Event appear in the profiles of all parties involved. You can run robust reports on documented events.
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Important fields to use when creating a Documented Event:
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