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.
Important fields to use when creating a Documented Event:
Field
Why It's Important
Category
Choose the appropriate category when creating documented events to ensure accurate data measurements in your Documented Events reports. (The Documented Events report can be sorted by Category.)
Who else was involved?
Add all parties involved in this event so the documented event will appear in their profile(s).
Notes
If you need to provide more detail about this documented event than the explanation field allows, add a Note. Notes are date- and time-stamped.