How to add client interventions

This guide provides step-by-step instructions on how to add client interventions in a program. It explains how to access the program, search for the desired client, and enter new interventions. It also covers how to edit or delete interventions. This guide is helpful for anyone who needs to track and manage client interventions efficiently.

1. To access the program, enter your username and password. Once you're in the calendar, navigate to the "clients" button located in the side menu on the left side of your screen, as illustrated in the image.

2. A window displaying a list of all clients will open. Navigate to the search bar in the upper right corner of your screen to find the client you're looking for. You can search using the client's first and last name, Medicaid number, EQ Health number, the guardian's name, or the client's phone number, as shown in the image.

The client you seek will be displayed in the center of the screen, as highlighted in the image. Click on the client's name to proceed.

3. Navigate to the top menu and select the "Interventions" option, as depicted in the image.

4. Once you open the new window by clicking the "+" sign in the upper right corner of the screen, you will have the option to add new interventions. The image illustrates this feature.

5. A new window will appear where you must fill in the necessary fields, including the name of the intervention and its start date.

6. To select the appropriate functions, scroll through the menu using the arrow to the right of the field, as shown in the image.

7. Enter the intervention details in the "Description" field.

8. After filling out the fields, click on the "save" button located at the bottom of the screen, as shown in the image.

9. The newly added intervention will now appear in the intervention list.

10. From this window, you can modify the characteristics of the intervention using the option indicated in blue in the image, and you can remove the entire intervention using the trash can icon shown in red. Both options are located to the right of each intervention, as displayed in the image..