Social Planet

Option 1: Add Client in Social Planet, then Import to DEX CM (Recommended) This is generally the recommended approach if you plan for the client to partic...

When providing Individual Support to participants in the Settlement Engagement and Transition Support (SETS) program, the Standard Client/Comm...

For the Settlement Engagement and Transition Support (SETS) program, the Community SCORE domains expected to be collected and recorded are: Community ...

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 ...

DEX Scores aren't just numbers – they're how we capture the incredible journey and progress of clients in the Settlement Engagement and Transition S...

When recording DEX Scores for your clients, it's a best practice to keep each Session Score focused on just one or two key domains. Refer to Data Excha...

Ensure the Case File has already been created. See article In the DEX CM Main Menu select Case Files enter Client Name in Search and then select Edit  ...

A Case File acts as a container that links client and session data to location and program activity information.  Go to Main Menu, select Case Files, ...

To add a new client select Main Menu then Clients, select Add Client + Use the Search feature to see if the client already exists. The system check...