1. Go to Social Planet select Switch to DEX CM

  1. In the Dashboard select on your Team 

  1. Go to the Case Files

  1. Then select + Add DEX Case File

  1. Enter DEX Case ID info then Add

  1. Select on Clients then + Add client



  1. Then Add Client

Important include all the clients that attended

  1. Important - Check to ensure they’re the same clients as per the Attendance Sheet

  1. Select on the Import tab and select on the Eye icon

  1. Then select on Import

  1. Go to the Sessions tab and select on the Session

  1. Participants will be added into the Session

  1. Select on the pencil, Community Score

  1. Then provide a Pre-session and Post-session scores, enter Assessed By and select Save.