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Appointment Module reports are accessible through the
Appointments
Module window. They range from appointment notes for single
counseling appointments or activities, to a summary of activities
over the course of a month. Many other appointment summaries are
available through the
Documentation Module.
Appointment Note (Single Student)
 The
Appointment Note report for single student counseling appointments contains: appointment type; student
attendance; start, end, and appointment times; session information;
topic of appointment; competency and indicator addressed; specifics
of session; and session notes.
Appointment Note (Group)
The
Appointment Note report for group counseling appointments contains: appointment type; student
attendance; start, end, and appointment times; session information;
topic of appointment; competency and indicator addressed; specifics
of session; and session notes. To
print a note for the entire group, use the Groups > Review Group
Appointments window.
Appointment Note (Multiple Students)
The
Appointment Note report for multiple student counseling appointments contains: appointment type; student
attendance; start, end, and appointment times; session information;
topic of appointment; competency and indicator addressed; specifics
of session; and session notes.
Appointment Note (Consultations)
If
you’d like to print documentation for the current consultation, press the
Print button in the consultation window. The Appointment Note for
Consultations contains: whom the consultation was with; date of the
consultation; the student whom the consultation regarded; the start,
end, and total times; topic; consultation type; notes, and any
needed follow-up.
Appointment Note Report (Referrals)
The
Appointment Note for Referrals contains: student name; date of the
referral; the start, end, and total times; topic; reason for the
referrals; notes, and any needed follow-up. It also includes the
type of referrals made, and the name and organization to whom the
student was referred.
Referral List
The
Student Referral List
includes, for each Referral Resource to whom
the student was referred: name, organization, address, phone, fax,
and email. It does not contain any identifying student information.
System Support Activity Note
The
System Support Activity Note contains: the date, start and end
times, amount of time, type of activity, and notes.
Non-Guidance Activity Note
The
Non-Guidance Activity Note contains: the date, start and end times,
amount of time, type of activity, and notes.
Daily
Schedule
This
report shows, in order of scheduled time, the appointments for the
currently selected date. It is particularly useful if you require a
hard copy of each day, or want to verify that you’ve accounted for
the hours in each day prior to printing other reports.
The
information about each appointment includes the appointment number,
type of appointment, time of appointment, and the name of the
student.
Appointments
Monthly Report
 The
Appointments Monthly Report, accessed from the Task Pane of the
Documentation or Appointments Module windows, shows a summary of all
appointments during the selected time period. It differs from the
Appointment Summary in that it contains a bar chart, suitable for
shorter periods of time.
Direct
Services Summary
 This
report shows the number of direct services vs. non-direct services
for the specified time period. Services are grouped by month, and
displayed in both numerical form and percentages. A graph at the end
of the report shows direct vs. non-direct hours, also grouped by
month.
Attendance
Report
The
Attendance Report shows student attendance for all appointments
during the specified time period. This report shows the attendance
only for the main appointment: for example, if a student in a group
didn’t show for a group appointment, this will not be counted as a
“no show,” because the main appointment for the group shows that the
appointment was kept.
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