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.

There are different ways to add Documented Events.

Option 1: From the Relationship Management Module:

Open the Relationship Management Module.
Select an appropriate Person or Organization’s tab on the Ribbon.
Select a Person or Organization’s name in the Find Area.
Click on Documentation drop down arrow tool on the Ribbon and choose Documented Events.
Click on “Add” in the toolbar and set-up a specific Documented Event.

Option 2: From the Calendars Module:

Open the Calendars Module.
Select the appropriate Person’s tab on the Ribbon.
Select a Person or Organization name in the Find Area.
Click on Scheduling tool drop down arrow on the Ribbon and choose Documented Events.
Click on “Add” in the toolbar and set-up a specific Documented Event.

Option 3: Attached to a specific Schedule:

When editing a Schedule, click on the Documented Event tool on the ribbon at the top of the Add/Edit Schedule screen to add a Documented Event tied to this Schedule.

Continue setting up the Documented Event.

In the Add Documented Event screen, enter the required information.

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.

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