Use the DEX CM for Community Scoring instead of creating an activity in Social Planet if you don’t need to mark off client attendance sheet, or delivering a smaller activity group that doesn’t require attendance reporting. 


  1. Go to DEX CM select on Case Files

  1. Look up the Case File first to check if it already exists. We only want one for Community Scoring.

  1. Select + Add DEX case file

Leave DEX Case ID blank

Choose Outlet Activity 

Choose Client Attendance Profile 

Enter name ie Health Literacy Program

Select Add 

  1. Go to the Sessions tab and select + Add

  1. In the Add Case Session 

Leave Session ID Blank 

Enter the Date / Time

Duration 90

Unidentified Participants add Number (optional)

Select Add 

  1. Select all the Sessions that make up this Community Program by selecting + Add

  1. Select on the Clients tab and select + Add a client to this case file

  1. In the Add Client screen

Find the participant

Enter a referral source

Primary reason for Assistance

Other Reason for Assistance

  1. Continue to add participants 

  1. Go to the Sessions tab

Select on the session eg 05 Sept 2025 11:00 AM

  1.  In the Participants select + Add

  1. Select on the Community Score use the pencil


  1. Enter the pre and post session score domains

  1. Enter a Community Score Note and select Assessed By choose an option eg. practitioner