Client notes are vital because they add the 'why' and 'how' behind a client's progress, going beyond just the numbers. Think of them as the story behind the SCORE!
Explain the 'Why': Notes show why a client got a certain SCORE, providing context for their journey.
Show Progress: They highlight real-life improvements and actions that numerical scores alone can't fully capture.
Support Your Scores: Notes act as evidence, backing up the scores you record in DEX. This is key for accuracy and accountability.
Better Teamwork: They help everyone on your team understand a client's history and ongoing needs, ensuring consistent support.
Proof for Audits: If ever reviewed, your notes prove that your scores are based on solid, detailed client interactions.
Improve Services: Looking at notes alongside scores helps you understand what's truly working and how to make programs even better.
In short: Notes complete the picture, making your DEX scores meaningful, accurate, and useful for everyone.
Go to Main Menu select on DEX CM
On the Dashboard select on Team ie. Initial Team
Select on Case Files then enter name in Search and Edit
Select on the Notes tab and in Case File Notes click on + Add
In the Add File Note enter Title, Description, Is a Priority and Labels
